“I would like to share with you my experience with Harry McCabe. Harry and I had been acquaintances for years. I own 3 small businesses in the area and have multiple real estate holdings. My investments were all over the place, with no purpose- in a helter skeltar mess. Harry became our (Laura & I) financial quarterback and put all of our assets in order. We needed to separate companies for liability reasons. We established corporations to limit liability. We bought different insurance instruments to help us plan for the future. We feel like we have gone through “Financial Rehab”. Harry helped us immensely.”
Frank Trilla, Westmont, IL
“Just thinking of you and wanted to send you a quick e-mail to thank you for walking me through the succession planning process. It was very helpful to have a system to follow and sage advice along the way, as I came to an awareness of the path to follow. Thank you for being my sounding board and for being able to raise some questions to heighten my awareness.”
Dennis. a Certified Public Accountant
Oak Park, IL
“Harry was instrumental in provoking critical thought about our succession plan. After the plan was developed, he held us accountable to take action in implementing the necessary steps.
Richard C. Clouse, Jr., CRPS©, AIF®
President of Asset Management
