Fiduciary

Terian Consulting Financial Solutions

Chicago, Illinois

Call (331) 466-1906 Visit website →

About

Terian Consulting Financial Solutions is an independent registered investment advisor in Chicago founded by Milton E. Brown, Jr., who brings over 20 years of financial services experience. The firm offers financial planning services centered on its proprietary Lifetime Income System, a three-step retirement planning process that addresses income generation, asset protection, and legacy planning. Services include comprehensive retirement asset analysis, tax-strategy identification, income optimization, and ongoing plan monitoring. The firm serves clients near or in retirement and operates on a personalized planning approach that incorporates the client's values and goals alongside financial analysis.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-6PM, Tuesday: 8AM-6PM, Wednesday: 8AM-6PM, Thursday: 8AM-6PM, Friday: 8AM-6PM, Saturday: Closed
SEC registered
No
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