With years of experience in estate and legacy planning, we help individuals and families navigate important decisions with clarity, confidence, and care.
Every plan starts with understanding your goals, values, and priorities. We take the time to listen, simplify important decisions, and create a plan designed around what matters most to you.
Personalized Guidance
Clear, Straightforward Advice
Long-Term Relationships
Ongoing Support as Life Changes
For more than 20 years, Jon Garland-Sutter has been helping the self-employed and senior market by providing in-depth advice with their family’s healthcare needs, safe-strategy retirement solutions, and making sure they are protected to the best of their abilities.
He has made it his goal to work directly with consumers who want to protect the nest eggs they’ve worked hard their whole lives to accumulate, and educate them so they understand the steps they are taking to protect their assets and interests. It’s this personal experience of having dinner table conversations with consumers that has driven Jon to always be on the lookout for what clients need that the financial industry might not be offering.
While spending a majority of his time meeting with seniors approaching the Medicare market, he recognized a deep divide between people who had a plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings, but also at risk for having their legacy mishandled by unprepared heirs.
This led him to seek out the best minds in the industry, financial planners, and software engineers who had been perfecting a solution to solve this very important problem. Jon and his team at Illinois Income and Estate Planners devote themselves to connecting consumers with the financial professionals and the education they need to make informed financial solutions on the future of their estates. This revolutionary solution, known as eStatePlan ™, lets people bypass the expense and intimidation of consulting a high-priced attorney to prepare an estate plan the old-fashioned way.
But Jon and his team are not stopping there. Answering the call to serve others through philanthropy, Illinois Income and Estate Planners LLC is helping non-profits across America raise funds for their causes by offering eStatePlan ™ to their donors.
This cutting-edge approach solves several fundraising issues for the charity, including generating both short-term and long-term contributions. It also solves donors’ desire for a cost-efficient, streamlined estate planning solution. Jon pledges to continue his quest for finding ways to help Americans protect their futures, fund their favorite causes and leave lasting legacies.
