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Streamline Financial Services

NOVEMBER NEWS:  Happy Halloween from your Streamline family!

 

New Streamline Team Member

Request a Quote tab

Technology coming soon!

 

 

 

New Streamline Team Member

Since our legal counsel has advised us about "child labor blah blah blah" that we don't fully grasp, we've decided to take a bold move and hire someone outside of the family (I thought that's what it meant to be a "Gap Kid!").  We are proud to bring aboard S.S. Streamline Matthew Lee, whose first day is today.  Matt is a Wheaton College graduate who comes highly recommended from my former Wheaton advisor when I attended long ago.  We were impressed with his communications and customer service experience in both an entrepreneurial and large business setting.  He has a passion for people, the financial world, problem solving, and he's quite the self-starter. It should definitely be a step above the scribble that accompanies most of our internal memos.

 

Initially, Matt will be responsible for helping with office management, "Streamlining Streamline", so that I can spend more time with you, the client.  He might also be there to handle specific questions as we strive for exceeding expectations with accurate and timely answers.  You'll be able to reach Matt at our main number of (630) 355-5955, as well as matt@streamlineplanning.com.  Please join us by welcoming Matt by bombarding him with a "welcome email" today!  Never hurts to get on his good side early, right?

 

 

QUOTE OF THE WEEK:

"I told them that if they didn't get a celebration penalty after our first score, all of them would be doing early morning runs.  I wanted to make sure we left this game with our hearts on the field."

--Georgia Bulldogs coach Mark Richt, whose team drew two excessive celebration flags after 70 players sprinted to the endzone to celebrate their early lead over Florida.

 

Get your Quote of the Week by going to our "Request a Quote" page and get more info on.  We'll get back to you right away with helpful answers to your questions on:

  • Life insurance
  • Mortgage Qualification
  • Disability insurance
  • 401(k) information
  • Annuity information
  • Long-term care insurance

 

 

Coming SOON, new technology to view your accounts!

As you may know, many if not all of your accounts grant you online access for daily account values.  Yet we have felt that a "one-login overview" of all accounts would be a great tool to have.  Our broker/dealer, QA3 Financial Corp, has been working to this end, and we hope to roll this out by year end to you.  Stay tuned for more information, along with a call from Matt to get you a login and password.

 

Have a blessed Thanksgiving and don't forget to excessively celebrate!

Toby

651 Sunset Dr., Naperville, IL 60540
Phone: 630-355-5955 | Cell: 630-205-9786 | Fax: 630-355-5960
Email: toby@streamlineplanning.com | Website: www.streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member FINRA/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3700




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