In 2004 we created our own investment advisory practice which specializes in personal financial planning with an emphasis on investment management. Through our Investment Services practice, we provide our clients with investment advice and explain the tax ramifications of certain investment decisions. We can help you determine which mutual funds and securities best meet your investment goals. Additionally, we will assist you in determining just how much money you will need at retirement and how best to achieve that goal. Working with SLSF Investment Services, LLC enables us to monitor your investments throughout the year, not just at tax time.

Barry Hertzberg is in charge of our Investment Services practice. He is a certified public accountant, a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society and has been accredited by the AICPA as a Personal Financial Specialist (PFS). Barry has worked as a public accountant for more than 30 years and has been managing client portfolios since 1998.

You can reach Barry Hertzberg at 847.779.6232 or at bhertzberg@slsf.com.