Exemplar Financial Network
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A special thank you to all of these individuals for volunteering their time to the Huntley Area Chamber and contributing to the community in such a big way!
We had no idea they had such a strong veteran and veteran adjacent community in their organization. It really makes it more special that these donations are coming from veterans to veterans; the bond there is strong, we can feel it.
Thank you for raising this money for our services, together we are changing lives.
If you or your organization would like to help make a difference in the lives of veterans in YOUR community, let us know, let's partner!
Contact Jennifer Kipp,
Email: [email protected]
Subject: Partner with VPH
BCU
Home State Bank / N.A.
Miller Lite Chas. Herdrich & Son, Inc. Truly Hard Seltzer
Cornerstone Risk Management
Melei Petsche Spencer
Exemplar Financial Network
Don Julio Tequila Ketel One
Pepsi
Why are we doing this? Because small businesses are the heartbeats of towns. Because we want to model the way and make it easy to even when shopping online. To showcase a unified virtual mercantile that mimics popping in and out of a shopping district, just from anywhere on any device at anytime. Because if not us, who will help build back stronger? Because we want to help stimulate local economies, help create jobs and become partners to small businesses. While helping consumers shift habits to local businesses.
With a little over a month into Locatile.com going LIVE we spent time in a strategic session. Our friends at Exemplar Financial Network were kind enough to lend us a conference room to whiteboard it out! An excellent example of a company helping another business! Our tech startup is virtual so having the space to dream-storm and plan was very much appreciated. The upcoming 12 weeks have several areas of focus and growth for us including the launch of LocaGive an aspect of our philanthropic mission!
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 acc
11/03/2023
Thank you to the Crystal Lake Fire Department for the fire extinguisher training. We all learned PASS - Pull, Aim, Spray, Sweep (down low, not at the flames). Thanks for answering all of our questions and keeping us safe too.
11/02/2023
And the winner of our costume contest is... Jenn Bodi or should I say Dwight? Way to go, Jenn
10/31/2023
Happy Halloween. Please vote for your favorite Exemplar Team member's costume. The winner of the contest gets a gift card and a big smile on their face:)
It's fun Friday over here and the crew is playing lawn chair badminton. This is hilarious! 😂
10/19/2023
We had a lovely retirement reception for one of our beloved financial advisors, Jim Mullen. He will be missed by so many but we wish him all the best in his retirement. Cheers Jim! 🥂
10/14/2023
Once you get to retirement, what are you going to do? Asking yourself some key questions as you approach that milestone can help you shape your vision of what’s next.
https://snip.ly/ijmp1f?fbclid=IwAR3gmKAC6rDPNSvkn6t17ly4Vx-TAdgllLIdmg0nFjaDpkj0Lahx-WJxSq4
Think of Retirement as the Goal, Not the Vision Once you get to retirement, what are you going to do? Asking yourself some key questions as you approach that milestone can help you shape your vision of what’s next.
10/13/2023
Congratulations to Exemplar team member, Jenn Bodi! She is getting married today 💜❤️
10/12/2023
Other than helping our clients achieve their version of prosperity, our next favorite thing to do is support the local community. One of the ways we do this is through our jeans Friday program.
How does it work? We can pay $5 to wear jeans on Fridays and the money goes to the charity of the quarter. This last round we raised money for the United Way of Greater McHenry County .
10/10/2023
We were proud to be a gold sponsor at the CASA of McHenry County Little Black Dress event. We had a wonderful time raising money with a room full of fabulous ladies!
10/03/2023
We are a proud supporter and sponsor of CASA of McHenry County.
A Profound Thank You to Our Gold Sponsor, Exemplar Financial Network!
As we step into the enchanting world of Little Black Dress Week, we want to express our deepest gratitude to Exemplar Financial Network our steadfast Gold Sponsor.
Your enduring support and long-standing relationship have been instrumental in the success of CASA of McHenry County. Your commitment to our cause is truly commendable.
For those seeking financial expertise and excellence, explore the services of Exemplar Financial Network at https://www.exemplarfn.com/.
09/28/2023
Jennifer and Devon attended the MCC EmpowerHer luncheon at The District in Richmond today. EmpowerHer is a women led scholarship program at McHenry County College that helps women further their education and get their bachelor's degrees after MCC. The room was full of inspiring generous leaders from our community!
09/22/2023
When you have a family, protecting them is job number one—and that includes planning in the event of your death. Would your family be able to pay the bills, send the children to college, keep the business running without you? Fortunately, life insurance can provide your loved ones with necessary resources in their time of need.
Questions about life insurance? Call us so we can help you out.
4 life insurance questions | Fidelity How does it work, how much do you need, what types are available, and when should you get it.
This week we have been celebrating a very important person in the Exemplar family.
As President of Exemplar, Jennifer Johnson is the backbone of the organization and we couldn't do it without her. She has dedicated her last 25 years in helping Exemplar to succeed and grow. Help me in congratulating Jennifer on this milestone achievement. Cheers Jennifer, we love you! 🥂 🎉 ✨
09/11/2023
September is Life Insurance Awareness Month! Check out this quick read to help better understand why life insurance is so important!
Why is life insurance important? Life insurance is there to help protect your family from financial hardship. Here are some other reasons to consider.
08/30/2023
Last weekend we celebrated our clients and friends of the firm at our biannual BBQ, Blues, and Brews party. Thanks to all who attended and to those who helped us raise funds for On Angels Wings. They are a wonderful organization that saves animals in need. OWA brought 3 adorable puppies to the party who are still looking for good homes so if you are interested in learning more please reach out. The music from Crystal Lakes very own Jimmy Nick was rockin and the food from Swine Dining was delicious. We couldn't have asked for better weather and company!
08/26/2023
We are still daydreaming about Ice Cream Fest last week! What an amazing inaugural event that we were able to be a part of.
08/15/2023
Make sure to get your ice cream fest tickets if you have not already. We will be there as the sponsor of the ice cream eating contest. Can't wait to see you there!
https://icecreamfest.co/
07/19/2023
We had a great time at the beach concert last night and Billy Elton rocked!
07/17/2023
07/12/2023
Did you know: Up to 30 million (46%) Gen Xers do not think they will have enough saved to live comfortably in retirement. Those fears reflect Gen X’s savings reality: 35% have less than $10,000 saved, and 18% — reflecting up to 12 million Gen Xers — have nothing saved.
Generation X confronts harsh new reality of retirement: unreadiness More than one third of Gen Xers have less than $10K in retirement savings.
07/12/2023
We are a donation site for the Salvation Army's Back to School program. Please stop by and drop off new supplies for our kids in school. See the photos for more info on items needed. come by before the July 24th deadline.
07/10/2023
We are so excited to welcome Adam, Scott and Destinee to the Exemplar enterprise!
Scott Hartman AIF®, CRC® and Adam Johnston. The team joins our broker-dealer, RIA and custodial platforms.
Looking to enhance their offerings and spend more time with clients, they moved to LPL and joined the team at Financial Partners, Inc., an existing firm that’s part of Exemplar Financial Network.
Learn more → https://ow.ly/6vnA50P6vi4
07/10/2023
Just a friendly reminder! 😊
07/06/2023
Who couldn't use a vacation? But with inflation driving up the cost of food, housing, and other essentials, it's hard to know how to travel for cheap. Luckily, a nice break doesn't have to bust your budget. Here are a few travel tips for having a lot of fun for not a lot of money.
How to travel for cheap | 10 travel tips to save | Fidelity Travel doesn't have to be expensive. Budget travelers share their top tips on how to travel the US and world for cheap.
06/30/2023
Wishing you a safe and enjoyable long weekend!
06/29/2023
Hey Friends! At Exemplar we do our very best to show up for our clients and this wonderful community everyday. We serve on boards, donate of our time and sponsor so many awesome local not for profits. Help us win "Best of the Fox" for Financial Advisor and Accountant under Professional Services. Every vote counts and you can vote once a day until July 9th.
McHenry County Best of the Fox 2023 Vote today in the 2023 Northwest Herald Best of the Fox Readers' Choice contest. Tell us who your favorites are in categories such as Dining, Entertainment, Retail and more!
06/29/2023
The Exemplar crew had a great time sponsoring and golfing in the Crystal Lake Chamber golf outing on Monday.
06/28/2023
How should investors start thinking about the future of AI in healthcare? Check out this article that discusses four broad areas.
Will AI Transform the Healthcare Industry for Investors? To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability to deliver returns for investors.
06/26/2023
What are your goals?
06/22/2023
Chances are, there may be a few things you don't know about IRAs. Check out this article to read about 7 commonly overlooked facts about IRAs.
7 things you may not know about IRAs | Fidelity Read this article to make sure you aren't overlooking some IRA strategies and tax savings benefits.
06/20/2023
Do you have a financial game plan?
What is financial security? The wellness wheel concept| MassMutual To be financially well wherever you are on your financial journey, you need focus on your short and long-term goals.
05/23/2023
Our Fun Friday for May was a blast. We played office mini golf. There were 3 holes in one...but whose counting :)
05/19/2023
We try to support local causes and businesses.
See below for 5 different things that we believe in:
1: Exemplar Financial Network (we love our team)
2: Soil & Spade (front floral arrangement)
3: City of Crystal Lake (supplied the banner)
4: Theresa Grivas (US Marine)
5: Blue Star Banner (The foundation that honors our military with banners and more)
Click here to claim your Sponsored Listing.
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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 |
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