Overview

Srbo has 27 years of experience in all the major financial planning areas that guide clients through the complexities of building a financial plan that leads them toward success. He focuses on the purpose of the client’s money and help them achieve their goals. Srbo earns the client’s trust by being a great listener and problem solver, while providing tailored solutions.

Experience

He has deep experience evaluating the overall financial picture and help clients make decisions that lead them toward achieving their goals. Srbo strives to build long-lasting relationships through proactive personal service that both prepares for and responds to every stage of life and every phase of the business. He helps business owners and high net worth individuals transition to the next chapter of their lives/business through business exit/transition strategies.

Srbo’s specialties include financial planning, retirement planning, small business retirement plans, investment planning, risk management, tax planning, budgeting/cash flow analysis, education planning, estate planning, and charitable giving.

Education & Affiliations

Srbo earned a Bachelor of Science in Economics from University of Illinois in Chicago. He is a Certified Financial Planner Practitioner (CFP®) and a Certified Exit Planning Advisor (CEPA®). Srbo is also a member of the Exit Planning Institute, XPX Chicago – Chicago Chapter of Exit Planning Exchange, Midwest Business Brokers & Intermediaries, and Alliance of Mergers and Acquisitions Advisors.