The Conversation Begins With You.

Nothing is more important than your money, and no one should ever feel like they have to manage it alone.

This Is What We Do.

We are a Chicago-based financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our doors.

Wealth Management

holistically managing all elements of your financial life

Financial Planning

offering strategies that can help you achieve your financial goals

Tax Advice

providing insightful, sound tax advice since 1981

Insurance Planning

protecting the future of your family and your nest egg

Retirement Planning

developing an approach to help you retire comfortably

Company 401K Monitoring

helping to manage your company retirement plan

Conversation. Teamwork. Solutions.

Investors Read Inflation Risk in Job Numbers

January 13, 2025|

The Weekly Update Week of January 13th, 2025 By Christopher T. Much, CFP®, AIF® Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among ...

Stocks Decline Slightly as New Year Dawns

January 6, 2025|

The Weekly Update Week of January 6th, 2025 By Christopher T. Much, CFP®, AIF® Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 ...

  • December 30 2024 - CTS Financial Group

Holiday Spending Up

December 30, 2024|

The Weekly Update Week of December 30th, 2024 By Christopher T. Much, CFP®, AIF® Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the ...

The CTS Resource Center

Shelf With Resources Neatly Filed
Nighttime Photo Of Library Books, Row After Row
Pen On Book On A Desk

While we collectively focus on your financial health, we also recognize you might want to do your own research from time to time. That’s more than ok with us, and why we’ve created a resource center so we can share educational content to guide you throughout the year, and around your goals.