Marilyn Seagraves, CFP®
James Seagraves, CMFC ®
John Seagraves, CFP®



1111 West 22nd Street, Suite 100
Oak Brook, IL 60523





Our Services

We begin with a discussion of your goals and objectives.  While developing a customized financial plan or philosophy, we will walk you through a step-by-step process that can help you feel confident in your decisions. 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



  • Financial Planning - a plan for your future 
  • Investment management - an investment strategy tailored to your goals and timeframe
  • Retirement - IRAs and retirement saving plans for individuals and businesses 
  • Education planning
  • Insurance and annuity products - protect yourself, your family, and your business with:
    • Life, Disability, Health, Long-Term Care, Medicare Supplement insurance, fixed and variable annuities 
  • Estate Planning

*Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.