Broker Check

1340 Remington Road
Suite M
Schaumburg, IL 60173

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Roy Vargis CPA, CMA, CFM, EA, CITA, ACMA, CGMA

(800) 601-7602

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Our focus is to partner with you
in 3 key areas of your life

Tax Management: 

Tax planning and preparation for Individuals and Businesses which includes ITIN preparation as IRS Certified Acceptance Agent, Streamlined Procedures Filing, FBAR, FATCA and PFIC Filing, Non-residents tax filing, expatriates tax filing and related consultations.

Wealth Management: 

Financial planning and investment management which includes IRA, 401k, Mutual Funds, Retirement planning, Education planning, Life insurance and Annuities.

Business Management: 

Assistance with starting and operating your business in any state in the US - Incorporating, Payroll processing, Sales tax filing, Bookkeeping, Tax Planning, Business Process Outsourcing and Management consultations. Audit, Review and Compilation. Setting up subsidiaries in US or India.

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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