Exemplar Financial Network

Exemplar Financial Network We believe that true wealth is more than numbers on a balance sheet. Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.

Understanding our clients is the first step in creating a financial plan that aligns with the integrity of your personal values to meet your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Call Exemplar, ask for Trish.
10/07/2026

Call Exemplar, ask for Trish.

She is so fun, it's like everyday is her birthday!
09/24/2026

She is so fun, it's like everyday is her birthday!

Join us in wishing the Best Manager of Client Services a happy birthday.
09/11/2026

Join us in wishing the Best Manager of Client Services a happy birthday.

A great day on the course for an even greater cause. ⛳️Exemplar was proud to sponsor and participate in the Independence...
09/09/2026

A great day on the course for an even greater cause. ⛳️

Exemplar was proud to sponsor and participate in the Independence Health & Therapy Services Women’s Outing at Woodstock Country Club last week.

We’re grateful for the opportunity to support an organization making a meaningful impact in our community — and to spend the day alongside so many wonderful people.

https://independencehealth.org/

09/07/2026
We had a full house at Exemplar last week!Social Security expert and award-winning author Brian Doherty joined us to tal...
09/03/2026

We had a full house at Exemplar last week!

Social Security expert and award-winning author Brian Doherty joined us to talk about the importance of your Social Security claiming decision. Our attendees were engaged, asked great questions, and made for a fantastic discussion!

A big thank you to Touchstone for bringing Brian to Exemplar, and to everyone who joined us. We love creating opportunities to learn and plan with confidence for the future!

Five Questions to Ask Before Fall BeginsBefore we head into a busy fall season, ask yourself:✔ Have I updated my financi...
08/27/2026

Five Questions to Ask Before Fall Begins

Before we head into a busy fall season, ask yourself:

✔ Have I updated my financial goals?
✔ Is my emergency fund where I'd like it to be?
✔ Have I reviewed my insurance coverage?
✔ Am I taking advantage of available retirement contributions?
✔ Do I have a plan for year-end tax strategies?

If it's been a while since your last financial review, now may be the perfect time to revisit your plan.

Every dog has his day, even these cuties.
08/26/2026

Every dog has his day, even these cuties.

Is Your Financial Plan Ready for the Rest of the Year?As summer winds down, now is a great time for a mid-year financial...
08/25/2026

Is Your Financial Plan Ready for the Rest of the Year?

As summer winds down, now is a great time for a mid-year financial review.

Take a moment to evaluate:

📈 Investment performance
💰 Retirement contributions
📋 Savings goals
🏡 Major upcoming expenses
🎯 Progress toward your financial objectives

A quick review today can help you finish the year strong.

Address

413 E Terra Cotta Avenue
Crystal Lake, IL
60014

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18154594550

Website

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