Broker Check

LDS Wealth Advisors - Wheaton, IL

  • 1755 S. Naperville Road, Suite 100
    Wheaton, IL 60189-5892
  • 630-871-0070


Retirement Solutions

A lot of people envision a carefree retirement...residing in a warm, relaxing climate, travelling the world, visiting family and friends. Have you taken the time to figure out how much money you need to retire in a lifestyle of your choice? Retirement is expensive. According to our financial models, in order to maintain your current standard of living, you will need 70-80% of your current income (adjusted for inflation), not to mention the expense for all the "extras" that people associate with retirement, like travel.

While Social Security, defined benefit plans, and company pension plans continue to shrink, more and more people need to self-fund their retirement plans. It just isn't possible to retire without some form of personal savings. On the average, Americans save only about 3% of their incomes. That's only a fraction of what they need to plan for a financially secure retirement. One study concluded that out of 100 people reaching retirement, 73 will depend upon others for support, 23 will need to continue working, and 4 will be able to retire comfortably. [source: 1992 T. Rowe Price Report]

At LDS Wealth advisors, we help you map out what spending will look like during retirement, and design a plan to help you reach your goals, while simultaneously minimizing your exposure to risk.


We view life insurance strategies as family and individual risk management. Our team of professionals works with each of our clients to design and implement creative insurance solutions that foster financial peace of mind. We use life insurance to not only protect your family in case of disaster, but as a future planning tool as well.

We have objective access to the following insurance vehicles:

  • Term
  • Universal Life
  • Guaranteed-Universal Life
  • Indexed-Universal Life
  • Whole Life

The partners at LDS Wealth Advisors have been key players in designing some of the most innovative and unique insurance strategies in the industry for the affluent marketplace. Additional advance strategies are available through our strategic partner, Joshua Coleman of Momentum Strategic Advisors.

Financial Planning

The LDS Wealth approach to financial planning is based on understanding our clients and what they're really looking for. It's a comprehensive, innovative, and intelligent method of helping our investors get more out of their financial planning than they ever thought possible. Furthermore, we'll review the plan with you, modify it based on your feedback, and most importantly, ensure that on a continual basis you understand what's happening with your money. When you understand your investments, you invest more wisely.

We don't believe you need a cookie-cutter approach, and we know our clients don't deserve that. Instead, you need a financial plan as unique as you are. That's what we do.

Investment Management

As individuals and family members ourselves, we understand the importance of managing risk and actively investing our wealth. With technically and fundamentally sound investments, we work with you to tailor a portfolio towards your personal financial goals. We believe that you can take advantage of any market – bull, bear, flat and volatile – each requiring a strategy of its own. Our approach to investment management differentiates itself by diligently searching around the country for the best markets and investment managers to fit the different demands of our clients.

Annuity Planning

LDS Wealth Advisors specializes in financial peace of mind. This process consists of cooperatively developing solutions for every stage of life that align with and contribute towards your financial goals. And since we are structured as an independent financial services firm we strive to provide optimum solutions for our clients, regardless of the underwriting company. Our services and solutions we provide are as follows:


  • Investment Management
  • Deferred Compensation
  • Split Dollar
  • Executive Bonus
  • Disability Coverage
  • Key Person Coverage
  • Buy/Sell Agreements
  • 401 (k) and IRA

Family And Individual:

  • Investment Management
  • Life Insurance
  • Retirement Planning
  • Estate Planning
  • College Planning
  • Asset Allocation
  • Long Term Care
  • Health and Dental Insurance
  • IRAs
  • Budgeting