BBB Accredited Business since
Phone: (708) 226-9277 Fax: (708) 570-2934 15255 S 94th Ave Ste 500, Orland Park, IL 60462
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Steve Parker & Associates, LLC, is a financial planning company which assists individuals in achieving their financial goals and maximizing their Social Security funds. Located in Orland Park, IL, this company serves the southwestern suburbs of Chicago, including Palos Heights, Palos Hills, Oak Forest, Midlothian, Homer Glen, Tinley Park, Lemont, Romeoville, Mokena, Frankfort Square, Alsip, Crestwood, Worth, and Lockport. The company was formed in 2001 by Steve Parker, who holds a MBA from the Owen School of Business at Vanderbilt University, from where he graduated with honors. He has over 30 years of experience as a professional financial planner, including service with two public accounting firms and positions as the chief financial officer at two major businesses.
Parker advises clients in the areas of income planning, asset location, taxation, and legacy planning. His specialties and capabilities include estate planning, retirement income strategies, optimizing Social Security benefits, reducing financial risks, controlling asset volatility, and optimizing cash flow. His services include assisting individuals with understanding when and why they should begin receiving Social Security benefits. His company uses proprietary software that will explain when it makes sense for an individual and his or her spouse to start receiving Social Security, the impact on Social Security if an individual works during retirement, how much of Social Security will be taxed each year, and strategies to fill the income gap between the amount of Social Security and the individual's desired income during retirement.
Visit the website for Steve Parker & Associates to read Parker's full biography, learn more about asset allocation and income management, and view contact information to schedule a consultation regarding legacy planning, Social Security benefits, and taxation.
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A BBB Accredited Business since
BBB has determined that Steve Parker & Associates, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Steve Parker & Associates, LLC include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Financial Industry Regulatory Authority
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Steve Parker, Owner
Financial Planning Consultants Insurance - Life Insurance - Senior Products Retirement Planning Service Estate Planning & Management Investment Advice (NAICS: 523930)