Call Us Today:
630.343.5824

Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Lenert Insurance Group, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Lenert Insurance Group, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Lenert Insurance Group is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Lenert Insurance Group today to see how Financial Planning can help achieve your goals.

Our Location

Lenert Insurance Group, Inc.

2430 W.Indian Trail, suite 203
Aurora, IL 60506
Main office: 630-343-5824
Fax: 630-892-6544

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Lenert Insurance Group is the best! We've been insured with them for over 20 years. They handle all our insurance needs including auto, home, life, health and business insurance.
- Senator & Mrs. Chris Lauzen
Lenert Insurance Group helped us solve our complicated health insurance needs when no one else could help us.
- James & Gloria Hopkins
We highly recommend Lenert Insurance Group to everyone we know!
- Dr. & Mrs Vijay Shah