Broker Check
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Letizia Financial Group Welcomes You

Letizia Financial is an independent, full-service wealth management firm located in McHenry, IL. Our primary objective is to help our clients discover assets that are needlessly and unknowingly being transferred away from them. We believe in a disciplined approach that aims at providing reasonable rates of return while minimizing the negative effects of economic volatility.

We are well equipped to assist clients with nearly every aspect of their financial plan, including retirement planning, insurance and risk management, employee benefits, tax planning, and estate planning. Patrick J. Letizia, NSSA, LUTCF is a  member of the Court of the Table, Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). He upholds the high standards of ethics of these organizations.

Patrick is a qualified professional who has one goal in mind - to help you achieve your financial objectives. Our caring, professional team is active in our community and understand the challenges that we all face every day.

Financial markets are more complicated and challenging than at any point in recent history. Learn more about Letizia Financial and see how we can help.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Letizia Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. To qualify for Court of the Table, a member must demonstrate annual commission of three times the base requirement. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/.  Membership in no way constitutes an endorsement from Million Dollar Round Table or any client. 

 The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of coursework, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.

 Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow