Financial Planning

A framework for achieving your goals

Our approach begins with listening to get a complete picture of your situation. As your financial planner, we then collaborate with you to develop an integrated financial plan to best achieve your personal and professional goals.

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Create a Roadmap to Manage Your Financial Life

Your financial affairs are complex. Having a long-term financial strategy can provide clarity and peace of mind now, and into the future.

We can assist you with the following financial planning services:

Asset allocation and investment management
Business succession
Cash flow and debt management
Charitable giving
Compensation and benefits
Education funding
Estate planning
Income tax planning
Insurance and risk management
Net worth analysis
Retirement planning
Single stock exposure
Stock option strategies
Wealth transfer planning

Design A Strategy

A comprehensive financial plan begins with a disciplined, consultative approach.

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Advantages of Financial Planning

Strategic financial planning can help lay the foundation for your future.

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Retirement Solutions

Retirement planning that meets your needs.

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The foregoing discussion is general in nature, is intended for informational purposes only and is not intended to provide specific advice or recommendations for any individual or organization. Because the facts and circumstances surrounding each situation differ, you should consult your attorney, tax advisor or other professional advisor for advice on your particular situation.

Gregg Yaeger

Sr. Vice President

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Gregg Yaeger

Sr. Vice President

Gregg manages the Financial Consulting Group. He has nineteen years of experience in the financial services industry, including thirteen years advising senior executives of large corporations and other high net worth individuals. Gregg's range of expertise spans from comprehensive retirement and cash flow analysis, investments, insurance, income tax, stock options, single stock concentrations, compensation and benefits, education, major goal funding, estate tax and charitable giving.

Prior to joining Northern Trust, Gregg was the Manager of Personal Wealth Management at RSM McGladrey accounting and financial planning firm and a Senior Financial Counselor at Asset Management Group, a national financial planning firm.

Gregg earned a Bachelor’s Degree and Master's Degree in Business Administration from De Paul University. He is a member of The Financial Planning Association® and earned the Certified Financial Planner™ (CFP®) certification from the College of Financial Planning in Denver, Colorado.