MLN

MLN Wealth & Tax Planning is a financial advisory firm that combines retirement and investment planning with tax preparation, tax planning and estate planning. Its team covers Social Security strategy, portfolio management, precious metals and insurance products, and the firm describes its approach as looking at a client's complete financial picture rather than portfolio management alone. Retirement planning is a main focus, with work on when to take Social Security, how withdrawals are taxed and whether investments still fit the client's goals.

The firm starts with a free, no-obligation first strategy session to review what a client has built and what they want their money to do. It serves individuals and families in Grayslake, Illinois, and Kenosha, Wisconsin, and offers on-demand webinars and live retirement classes. The Grayslake office is at North Lake Street, with a second office in Kenosha.