Financial Counseling


Financial Counseling 2018-02-21T00:03:27+00:00

Financial Counseling

Financial Counseling helps an individual manage their finances. This can include everything from retirement planning and investment advice, to budgeting and managing credit card debt.

A Certified Senior Advisor (CSA) from De Lise Benefit Solutions can help you or your employees in achieve financial goals.

Options Include:

  • Retirement Planning

  • Estate Planning

  • Debt Management

  • Investment Advice

  • Annuities

  • Budgeting

Certified Senior Advisor – Financial and Estate Planning

Serving: Illinois, Indiana, Wisconsin & Florida.

Ready to Get Started?

Let’s talk about how we can help you with your individual needs, or your business create an enhanced voluntary benefits package. Contact De Lise Benefit Solutions today!

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