Michael J. Schussele, C.P.A. The Pursuit of Financial Happiness ®

M.A., Registered Investment Advisor, Fiduciary, Fee-Only

My professional publications and blogs at The Pursuit of Financial Happiness ™ have been recognized, linked, and republished by Economist's View, naked capitalism,
Credit Writedowns, and Advisor Perspectives, among others, as well as academically cited.
I do my own macroeconomic and financial research and I do not portray third party information as my own.

Under Illinois Law ((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to provide such an analysis and/or advice in retirement, financial, and estate planning and such advice is not incidental. Beware if any fiduciary and/or fee-only advisor tells you otherwise. You should report them to the Illinois Department of Insurance, the appropriate State's Attorney, and the Illinois Attorney General.

This one hour introductory meeting is no obligation, no fee, and allows you to ask the questions you need to ask in privacy, one-on-one, in an unstructured format. This initial no fee one hour session allows both the client and myself to explore if and how I may be of help to them, discuss their needs, and how I do business. The client will be given a SEC Form ADV Part II information and a professional services contract which must be reviewed for three days, by law, before we can enter into a professional relationship.
If anyone tells you that three day waiting period is unnecessary, avoid them.

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