Who We Are.
Our team’s expertise and ability to help clients get “from here to there.”
What We Do.
Our process for helping people protect and grow our client's money
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Getting Started
Completing the Fact Finder
In order to begin using MyWealthPlan360◦sm you will be required to complete the Confidential Fact Finder. You have three options for completing the Fact Finder:
1. Complete the interactive Fact Finder PDF
This method is safe and secure, and will be the quickest way for you to complete the process.
Just save the PDF file to your computer, complete the form and email to info@seniorplanningnetwork.com
2. Download and print the Fact Finder PDF
Save the PDF file to your computer, where you can print it out and complete the hard copy. Then mail it back to :
Senior Planning Network
One Westbrook Corporate Center, Suite 300
Westchester, IL 60154
3. Request a Hard Copy
If you would like a printed copy of the Fact Finder mailed to you please call 877.990.PLAN
Michael Jankowski is a Registered Representative of LaSalle St. Securities LLC, a Registered Broker/Dealer and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC. LaSalle St. Investment Advisors LLC is affiliated with LaSalle St. Securities LLC. Senior Planning Network is not affiliated with LaSalle St. Securities LLC. Securities offered through LaSalle St. Securities LLC, member FINRA/SIPC.