Sum Total Financial Management, Inc. has been serving people in the Midwest since
1990. Headquartered in the Chicago Metropolitan area, our client base is a broad one including large and small business enterprises as well as individuals interested in their financial well being. Many in this latter group are second homeowners while others, with our assistance, are in the process of locating a home away from home without undue tax burden.

The open-minded approach our firm takes into business allows us to be an ideal resource for any type of investor, whether inexperienced, a professional, or business owner.

At Sum Total Financial Management, Inc. our goal is to provide guidance to our clients in order to help them achieve their lifetime financial goals. Through creative thinking and innovative solutions, we work to develop personal strategies that best meet a client's wants and desires, and to help them realize these dreams.

The financial landscape can appear crowded and confusing. Most people have their funds invested in several different places without a clear understanding of how each investment works with or against the others. This "financial puzzle" can be difficult to sort out, and put together.

Sum Total Financial Management, Inc. will help solve this puzzle and show you the "big picture." Through our unique approach of macro-management, we combine all the aspects of financial planning in an easy to understand process that will educate and guide you to financial security and success. Remember you are indeed the "sum total" of all parts that create your financial success.