James R Dischert, RFC

Founder | CEO


Since 1995, Mr. Dischert has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. 

The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services with a focus on cost efficient portfolios, asset distribution, and wealth preservation.

James Dischert is an Investment Advisor Representative holding his series 65 registration with the Financial Industry Regulatory Authority (FINRA). He is a fully licensed Insurance Producer in the State of Illinois and holds his Life/Health and Property/Casualty licenses. Mr. Dischert has also attained his Registered Financial Consultant (RFC) designation and is currently finishing his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.

Mr. Dischert enjoys a competitive round of golf, loves coaching in the local JFL program, and spending quality time with his family. Like most of you, Jim has a very active home life.  He and his wife Susan have three busy children: Kenna, Tyler, and Benjamin. Their family is active in their church and volunteer for several local charities and schools.