Antonio L. Lugo, III CFP^®

CRPC™

President

Smart Wealth Strategies Inc

125 W. Wacker Drive, Suite 300
Chicago, IL 60606

FINANCIAL ADVISOR'S WEBSITE

www.SmartWealthStrategies.com

(312) 893-5466 CONNECT WITH Antonio

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Initial consultation is complimentary. From our discovery session, we can then decide how I can be of service, whether as a FEE based consultation ($250-$400/hr) or as a % of investable assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Antonio Lugo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smart Wealth Strategies Inc in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Antonio (Tony) Lugo is the Managing Director and serves as your primary Planner in uncovering, sharing, and addressing areas of opportunity and possibly, inefficiencies all in line with your goals and values.

Financial Advisor Experience

For over a decade, individuals, families, and entrepreneurs have engaged with me in offering independent and holistic planning and advisory services in a fiduciary manner. Primary concerns and issues include the following: 1. Planning for affordable and customized healthcare, Medicare, and extended care needs; 2. Minimizing current and future tax losses most often impacted by retirement and estate planning decisions; 3. Designing appropriate risk management measures on investment portfolio construction; 4. Properly designing and auditing life and hybrid life insurance policies; 5. Auditing private pension and public pension (social security) for optimization strategies; 6. Properly planning and adjusting to college funding and retirement funding desires and wishes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA

Insurance Licenses

Life insurance: Illinois
Health/disability insurance: Illinois
Property/casualty: Illinois
Fixed annuities: Illinois

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances