Dickholtz Wealth Management, Inc.

Lisa Dickholtz, CFP®

We are ready to assist you

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Are you approaching retirement? Or already retired?
Consider The Income for Life Model®. It's an investment strategy with the objective of providing inflation-adjusted income for life.

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The Income for Life Model® was recently written about in Kiplinger Personal Finance. You can read the article by clicking here.

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Upon request, you will be sent a custom-tailored analysis for The Income for Life Model® strategy.

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Interactive Tools

If you've changed jobs or experienced a job loss, making good decisions about your old 401(k) is truly important. A Rollover IRA may offer significant advantages.


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Contact

Dickholtz Wealth Management, Inc.
Lisa Dickholtz, CFP®
2565 Shermer Road
Northbrook, IL 60062

Tel: 847-272-1155
Fax: 847-272-1154
Email: lisa@dickholtzwm.com

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