David Fortosis's Contact Details

David Fortosis's Company Details

ClearCounsel Advisors

Chicago, Illinois, United States • 1 Employees
Financial Services

ClearCounsel Advisors exists to provide thorough and thoughtful financial counsel to individuals and families in the 'wealth accumulation' phase of life. Our structure and service model is as unique as the clients we serve. You have so many priorities in your life. Between your work and your family, how do you balance investing your time and money in your most important priorities today while setting yourself up for the life you want tomorrow?Our team is here to help you clarify your dreams and design a plan to help you work toward your financial goals. We bring all the pieces of the puzzle together - investments, insurance, estate planning and taxes - allowing you to steward your time and money well.With ClearCounsel Advisors, you don't have to do it alone. You can lean on our team for clarity and wise counsel.