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INVEST FOR WHAT MATTERS TO YOU

Take control of your money and investments so that you can focus on the things that are most important to you.

Answer a few questions and we’ll recommend a portfolio specific to you.

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Purpose Driven Portfolios

Depending on what you’re investing for and when you want it, we’ll recommend a portfolio specific to you.
Built on Nobel Prize-winning research, your diversified portfolio is designed to help you earn more and achieve your goals.

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Your financial life,
all in one place.

Seeing all of your money in one place helps you keep track of your finances and helps us provide you with better advice. We’ll even give you guidance on accounts held outside of Streamline.

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Solutions for every part of your financial life

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Checking and Cash

A high-yield personal cash account designed specifically for the money you save every day.

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Investing

Use a diversified portfolio for the things you want beyond this year, like a new kitchen or a down payment. 

 

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Retirement

Set up a Traditional, Roth or SEP IRA to save for your future.

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Built on smart tax strategies

Most people don’t spend their days thinking about tax savings, but we do. Our behind-the-scenes, automated strategies like asset location and tax loss harvesting, automatic rebalancing are the foundation to helping you achieve your goals.

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Betterment Technology

We’ve partnered with Betterment, who helps 500,000 customers with over $21 Billion, to give you a streamlined investing experience.

Paired with Your Personal Financial Advisor

Our technology does some amazing things, but sometimes you still need to talk to a human to make sure you’re making smart financial decisions. Once you open your account, you get immediate access to your personal CFP, CFA, RICP.

 

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WHAT’S INCLUDED?

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What do I get? Ongoing unlimited access to advice by phone and email with your personal advisor, Sean Ford CFP, CFA, RICP
How much does it cost? 0.65% per year
Is there a minimum balance required? $5,000
How do I get started? Open an account

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HOW IT WORKS

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STEP ONE: Tell us about yourself, and we’ll provide some recommendations that are right for you

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STEP TWO: Next, you’ll open an account—you can spend, save, and invest with us, or choose one to start

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STEP THREE: From there, our technology manages your money and provides guidance to help you make smart decisions

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Ready? Let’s get started!

[/rs_special_text][vc_btn title=”START INVESTING WITH STREAMLINE” color=”primary” size=”lg” align=”center” link=”url:https%3A%2F%2Fwwws.betterment.com%2Flasalle-st-investment-advisors-llc%2Fapp%2Fgoal_selection%2Fretirement_status%2Fnew||target:%20_blank”][/vc_column][/vc_row][vc_row fluid=”yes” bgcolor=”#111111″][vc_column width=”2/3″ match_height=”yes” class=”padding-right-0″][vc_raw_html css=”.vc_custom_1600782037988{margin-bottom: -5px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”]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[/vc_raw_html][/vc_column][vc_column width=”1/3″ class=”ongooglemapright”][rs_image_block image=”3014″ margin_top=”110″ class=”googlemapright”][vc_column_text]Home Office
Phone: 630 355 5955
27575 Ferry Rd, Suite D
Warrenville, IL 60555[/vc_column_text][/vc_column][/vc_row][vc_row margin=”custom-margin” bgcolor=”#747378″ m_top=”-5px”][vc_column][vc_column_text]

Check the background of this firm on FINRA’s BrokerCheck.

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