Your Broker Financial is the experienced, accessible and caring consulting firm that you have been seeking. The team at Your Broker Financial has the experience to provide advice for retirement planning, investment allocation, estate planning strategies, and much more. With more than 70 years of experience between them, the team of Julian Liotine, Margherita Johnson, and Joanna Leafblad offer you a patient, thorough approach to planning for your future. Their mission is to build relationships and continue their family legacy of service for each client. Call today to discuss your unique situation with us. We want to treat you like family!
Your family, your goals – Your Broker Financial
Our office is located in Orland Park, but we are happy to meet at any location convenient for you!
A good defense is the best offense. Let Your Broker Financial surround you and your family with leading insurance policies.
Growing your wealth requires patience and foresight. With investment strategies developed through our experience and knowledge, we’ll help you build long-term goals through short-term planning.
EMPLOYEE BENEFIT PROGRAM
Selecting a 403(b) program can seem complicated, but Your Broker Financial will make it easy. We will not only educate you on the program itself, we will help you make suitable choices to build towards an enjoyable retirement.
Rita has been advising clients for over 15 years. She focuses on personalized financial services, including retirement planning, college planning, and insurance services.
Julian holds multiple securities registrations including the FINRA Series 7, 63, 65, and 24, plus licenses for Life and Health Insurance, as well as Long-Term Care Insurance.
Joanna received her Juris Doctorate from The John Marshall Law School in Chicago, Illinois in June, 1994 and was admitted to the Illinois Bar in November, 1994.
*Joanna M. Liotine Leafblad is not affiliated with Lincoln Investment. Legal services are not offered through nor supervised by Lincoln Investment.