Disability InsuranceLife InsuranceFixed AnnuitiesIndexed AnnuitiesRetirement Income Planning
About Mike Patel — Roselle, Illinois
Manoj (Mike) Patel - Comprehensive asset protection and growth for every phase of your financial life.
One of Chicagoland's most respected insurance specialists for over 30 years, Mike Patel's passion is helping Americans discover how to manage their liabilities, safeguard their assets, and avoid shortfalls in income when they retire.
Considered a top expert in the area of disability insurance, an often-misunderstood, but essential risk management tool, Patel assists his clients in understanding the many nuances of this product.
"Disability insurance is a critical component of sound financial planning, especially for the self-employed. Unfortunately, it has a lot of moving parts and can be challenging for clients to understand. My goal is to give my clients everything they need to make the best decisions regarding disability and all other facets of their financial lives," says Patel.
As a broker, Patel has the ability to be creative and flexible when designing asset protection and ...
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Frequently Asked Questions About Financial Advisors in Roselle, Illinois
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
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SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
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What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.