– Toby , Founder

“In our 18 years of experience, these are the 3 things we hear most often …”

Will I have enough to do the things most important to me?

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Am I invested the right way for this next stage of life?

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How do I continue to have impact & influence after I retire?

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YOUR NEXT STEPS

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Have a 15 minute Phone call

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Get Your Free Planning Session

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Create a Plan Unique to you

YOUR TEAM

Dave

CFP®

One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.

Dave
CFP®

Toby

CFP®

Since Toby founded Streamline 18 years ago, he’s been able to help 100s of families plan for retirement well. From solving complex planning situations to guiding clients from work life into retirement, he knows how to create a step-by-step plan to get you to where you’d like to go.

Toby
CFP®

Tim

CFP®

Tim realized in early 2008 that the financial world is unessecarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decisions.

Tim
CFP®

Tabitha

Operations Manager

Tabitha runs the office and is the voice you’ll hear whenever you call in. She’ll be able to help you with any question you have or get you to someone who can.

Tabitha
Operations Manager

Paul

Client Service Manager

Nobody likes receiving the reams of paper from financial institutions. That’s why Paul makes it as easy as possible for you whenever you have account related questions.

Paul
Client Service Manager

Want to see if free planning session is right for you?

Home Office
Phone: 630 355 5955
27575 Ferry Rd, Suite D
Warrenville, IL 60555

LogoDISCLOSURES

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