Executive & Estate Planners II, LLC
630-887-7300
dan.halpin@jwcemail.com
Who We Are
- EEP II is a professional services company offering a “comprehensive” approach for the client who desires a truly individualized Financial or Business/Estate Plan. EEP II employs highly trained individuals in Estate and Tax Law, Estate Planning, Catastrophic Care, Securities and Investment Services, and Life and Health Insurance Planning.
What We Do
- Our mission is to offer accurate and appropriate estate saving solutions for clients, as well as business and financial planning. We believe that we can do this by best understanding each client’s personal situation and providing proactive planning and asset protection advice.
- Our services are designed to help you plan for your monetary goals during your lifetime.
- At the appropriate time, we will assist in the distribution of the estate according to the expressed wishes of you, the client.
What Makes Us Different
- We understand that planning for the future can be a stressful experience, and our mission is to make the process easy and pleasant. Our number one objective is superior customer service.
- At Executive and Estate Planners II, our client's trust is of the utmost importance. Your security and privacy are always at the forefront of everything we do.