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Streamline Financial Services


What does the threat of rising rates mean to you? 
 
If you are invested heavily in certain bond funds, it could be one thing.  If you are living off income from fixed instruments such as CDs or fixed annuities, it could mean another. 
 
We can handle your health insurance needs!
Streamline Financial has entered into a partnership with www.ILinsure.com to assist our clients with their medical insurance questions, both for self-employed individuals and employer groups.  Give Matt Girden a call at 630-779-9991 or email matt@streamlineplanning.com if you would like to receive a quote, or to obtain a free analysis of your current health plan.


Aiding Hurricane Katrina Victims
Our hearts go out to the victims of Hurricane Katrina, as we cannot imagine the devastation they are experiencing.  We believe that giving is essential in all healthy financial plans.  If you have not chosen to give just yet to help those who have lost much in the wake of Katrina, we would like to make an offer to "double your investment."  For every Streamline Client dollar given to the AWANA Clubs' Hurricane Relief Fund, our Donor Advised Fund will match, dollar for dollar, up to $1,000 given. 
 
Want to find out more about how a Donor Advised Fund can be a great part of your philanthropic giving plans?  Give us a call or email us for more info.


140 S. Commonwealth , Aurora, IL 60506
Phone: 630-844-8733 | Cell: 630-205-9786 | Fax: 630-892-8198
Email: toby@streamlineplanning.com | Website: www.streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member NASD/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3702




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