Marijo Dluzak, "MJ" has been Inspiring Clients to Be Retired since 1986. Growing up way too quickly, with her mom passing away from cancer at the young age of 42 (MJ was age 12 and her brother age 8), being raised by a single, loving and proud United States Marine father, by fantastic and fun grandparents that immigrated to the USA from Poland, and the sudden death of her spouse at age 28, MJ developed at a young age, a spirit of resiliency, a "stick to it" attitude and a big heart of gratitude for the beauty of life. She is inspired and motivated by her grandparent's journey of "coming to America". MJ admires the courage her grandparents had to leave their families, their roots, their way of life for the great unknown - the promise of America. In these challenging times we are living in, her parent's and grandparent's courage and spirit guide MJ and her team to create and implement client wealth plans that are equally resilient.
Through multiple strategies of risk management, the firm seeks to provide clients with calm and confident guidance, in both good times and amid the storms of life. MJ's life experiences and resiliency demonstrate her personal strength and determination to not only succeed long term, but to balance life with living for the beauty of today. She uses the same focus when working with her clients. When you work with MJ, you have the resources of a financial team that will help guide you through good times, bad times and everything in between. A team dedicated to helping you pursue clarity, confidence and financial independence.
MJ's team take a holistic approach to retirement planning. She works closely with your estate planning attorney, CPA and other financial professionals. MJ shares her resources, experience and knowledge by regularly hosting Client Educational Workshops.
MJ graduated from the University of Illinois, Champaign, IL with a Bachelor of Arts degree in Political Science. She lettered in both basketball and volleyball during her career at Illinois. MJ is a member of the Financial Planning Association, the Society of Financial Service Professionals, the Financial Services Institute and the University of Illinois Varsity I Foundation. MJ loves everything ILLINI and is active with University of Illinois events. She enjoys spending time with family and friends, working with rescue dogs and dog rescue organizations, reading mystery novels, swimming and driving her convertible!