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YOU KNOW...
AND TRUST!

For all your personal and business financial planning needs.

College financial aid planning and form preparation.
Investments within Fixed Annuities offered to you by Jaeger, Daly & Company.
Investments within Securities thru Calton & Associates, Inc.
IRA's, TSA's, and 401K plans. We will advise and transfer your lump-sum distributions, should you leave your place of employment.
Estate planning, pre-trust preparation and planning.
Business accounting, tax preparation and startups.
Professional income tax preparation, IRS representation.
Retirement planning.
Life, disability and health insurance.

Susan H. Daly, Ltd.
Tax and Financial Consultants
Business and Personal

Jaeger, Daly & Company
Investment and Insurance Consultants

College Planners, Inc.
The College Financial Aid Experts

1N131 County Farm Road
Winfield, IL 60190-2000
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Ph 630-860-1358
Fax 630-860-9341