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Do you have student loan debt?
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Would you like to find out if you are eligible to have your loan forgiven, or partially forgiven?
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Could you make better use of your money than paying down student loan debt?
Proudly serving the greater Joliet area community.
I Can Help You!
Attention early career professionals! Don't let high student loan payments crush you. Schedule a free consultation with me to see how we can potentially free needed cash flow by adjusting your student loan strategy. I want to accommodate your needs, income, and goals today for you to keep as much of your money as possible in your bank account for tomorrow.
No matter where you are on your career path, I will analyze your student loans and determine your eligibility for student loan forgiveness. If you are a candidate for full or partial student loan forgiveness, I'll develop an updated repayment plan that fulfills the scope of your overall financial plans and goals.
Embrace
Opportunity
Embody
Success
Work Towards Being Debt Free
For almost 15 years, I've worked in Joliet helping people plan their financial futures. A few years ago, I realized that many in our community were struggling with cash flow due to student loan debt. There was a real need for student loan forgiveness.
Earlier this year, I became one of four Certified Student Loan Professionals (CSLP) in Illinois and am dedicated to eliminating student loan debt for people in the greater Joliet area.
I have served the Joliet area community as a CERTIFIED FINANCIAL PLANNER™ Professional and a Financial Advisor for 14 years at The Voyager Group, Ltd. I am CRES certified, have my FINRA Series 7,63 and 65 securities registrations, and licensed in Illinois for Life, Health and Variable Annuities.
Jennifer attended Dominican University in River Forest where she received her BA in Business Administration in 2003, followed by her MBA in Finance in 2005. She lives in Joliet with her two sons, Joshua and Jacob.
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The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry. The Award Judging Committee (AJC) reviews fully redacted files as they collaborate on their unanimous decisions. Factors for eligibility include NTSA membership tenure (with annual dues paid), active years servicing 403(b), 457 and non-profit plans, a minimum number of client assets, securities and insurance licensing, and good standing with the SEC and FINRA. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Jennifer Prosise was given this award for the year 2023.
The Five Star Wealth Manager award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This annual rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 5635, 382, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 725, 21%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com for more information.
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 States. Capital Analysts, Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com. The Voyager Group, Ltd. and the above firms are independent and non-affiliated. Tax, legal, or Social Security claiming advice are not offered through, or supervised by The Lincoln Investment Companies.
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