Bachelors

Masters Business Administration (MBA)

Economic Development

Michael Stewart - Financial Advisor in Crystal Lake, IL | WiserAdvisor.com

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income-
generating investments and strategies can be used to help those in and nearing retirement to 
conservatively achieve their long-term financial goals and avoid common retirement planning 
mistakes. Protecting your principal from market losses and generating income and dividends will grow your 
money organically, or as we like to say "the old fashioned way." We rely on real world proven 
strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make 
informed, educated decisions that will best suit your current needs and enable you to achieve 
your long term goals. We believe piece of mind comes from understanding your options and from 
working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax 
Preparation and Investment Management.

Crystal Lake Tax & Financial Inc

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