Convergent Financial Partners, Inc. Debuts Firm
by Anonymous

Wheaton, IL – Convergent Financial Partners, Inc. today announced the formation of their new firm and outlined services they plan to provide to their clients. Founded to help individuals sort out today's financial complexities, Convergent Financial Partners has combined the expertise of a certified financial planner, attorney, accountant, and stock broker who work together as a team to provide a full complement of financial products, services and situational counsel. This approach gives individual's one source to go to for their financial planning, management and to handle any financial changes which may occur. They are also prepared to serve the Hispanic community with their team of bilingual advisors.

Convergent Financial Partners has developed a proprietary approach to financial planning and management called NetWorth Navigator©. This method allows an individual to assess their current financial position, exercise complete control over their financial direction and advocates investment vehicles which fit that individual's specific needs. It also provides access to investments which allow an individual to retain the safety of their principle.
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Convergent Financial Partners – Page 2
James Kraiss and Kathleen Niew, founding partners, each bring more than more than
25 years of experience to this new firm. Mr. Kraiss as a Certified Financial Planner, licensed insurance provider, book author, talk show host and public speaker, and Ms. Niew as an attorney, licensed insurance provider and author. They are joined by a team of carefully chosen professionals who round out their service offerings.

"Because we provide our services to clients with all kinds of financial resources, we dispel the myth that you have to have sizeable assets to work with a financial services firm", commented Mr. Kraiss. "There is never a bad time to plan for your future and to protect the assets you have worked so hard to attain. We can make the whole process very simple, and in most cases, even fun to do".

For more information, contact James Kraiss or Kathleen Niew at 630–510-3231.




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