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Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Profession LogoFINANCIAL PLANNER

Bio coming soon!

Firm Description

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

Here's what goes into a strong estate plan

A will

Tells your loved ones who should get what when you're no longer here and names a guardian if you have children under the age of 18.

Powers of attorney

If you're not able to make decisions about your finances or medical care, this allows someone you've chosen to make them for you.

Advanced directives (living will)

Lets doctors know which treatments, procedures, and medications you do or don't want to receive if you're unable to tell them.

Trusts (optional)

Allows a third party to hold assets on your behalf and specify how and when they will pass to your beneficiaries.

Hours

Day From To
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

410 Fayette Street
Peoria, IL 61602

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts