Michael Stewart

Michael Stewart, MBA, RFC has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author, and the co-host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with, Karen, his wife of 27 years, and their three children, Connor, Patrick, and Olivia. Visit his firm's website at crystallaketax.com.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Crystal Lake Tax & Financial and Sound Income Strategies, LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.