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Financial Advisors Skokie, Illinois Oakton Investment Management LPL John N Terzis,

We're Oakton Investment Management, financial advisors in Skokie, IL specializing in preparing for retirement, college savings, and estate strategy..

http://www.oaktoninvestmentmanagement.com/

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CONTACTS AT OAKTONINVESTMENTMANAGEMENT.COM

JOHN TERZIS

1941 Ol●●●●●●●ow Road

Nor●●●eld , IL, 60093

US

1.84●●●●5592
fr●●●●●●@prodigy.net

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JOHN TERZIS

1941 Ol●●●●●●●ow Road

Nor●●●eld , IL, 60093

US

1.84●●●●5592
fr●●●●●●@prodigy.net

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Financial Advisors Skokie, Illinois Oakton Investment Management LPL John N Terzis, | oaktoninvestmentmanagement.com Reviews

https://oaktoninvestmentmanagement.com

We're Oakton Investment Management, financial advisors in Skokie, IL specializing in preparing for retirement, college savings, and estate strategy..

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1

Insurance | Oakton Investment Management

http://www.oaktoninvestmentmanagement.com/resource-center/insurance

John N. Terzis. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. The importance of life insurance, how it works, and how much coverage you need. Protecting ...

2

Investment | Oakton Investment Management

http://www.oaktoninvestmentmanagement.com/resource-center/investment

John N. Terzis. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. This wo...

3

Lifestyle | Oakton Investment Management

http://www.oaktoninvestmentmanagement.com/resource-center/lifestyle

John N. Terzis. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. Using smart management to get more of what you want and free up assets to invest. The Richest Man in Babylon.

4

Tax | Oakton Investment Management

http://www.oaktoninvestmentmanagement.com/resource-center/tax

John N. Terzis. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies. Here a...

5

Tax Resources | Oakton Investment Management

http://www.oaktoninvestmentmanagement.com/tools/tax-resources

John N. Terzis. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Download Our Free App. Check the background of your financial professional on FINRA's BrokerCheck. 4500 West Oakton Street.

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Skip to primary content. Skip to secondary content. Attorney Wills Trusts and Estates. Insurance Property & Casualty. Computer and Network Support. Join Us for a Free Breakfast. John N. Terzis. 4500 W. Oakton Street. Skokie, IL 60076. P: 224.935.9618. C: 224.534.6124. F: 847.213.0715.

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