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Financial and Retirement

Clients of Ins-All, Inc. can be assured that we can help provide solutions for all of their financial needs. One of the ways we do this is by providing our clients with access to professionals who can offer Financial and Wealth Management, legal, tax, and Mortgage, banking and insurances services. Ins-All, and Mappa Wealth Management  has developed strong relationships with Financial Advisors, Attorney’s, CPA’s, Credit Unions and Mortgage Brokers who can become a part of our team Alliance Partners  to work for your benefit if needed. Each of these relationships mirrors our own values of integrity and commitment   to provide the highest levels of service.

Mappa Wealth Management


 
 

 

 

 

 

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Mappa Wealth Management

It is our top priority to provide our clients, both individuals and small business owners, with the best possible advice and service. In addition to offering you comprehensive insurance planning, we now offer you the opportunity for complete financial planning and advisory services through our relationship with Mappa Wealth Management. - Mark Mappa. Founder and President

 

Mark Mappa CFP®, President of Mappa Wealth Management, is a Certified Financial Planner professional™ who has over 27 years in the financial planning industry. As a privately owned and independent advisory firm, Mark is free to look at a wide range of financial products, tools, and resources to provide you with the appropriate solutions for your own situation. As an independent advisory firm, we have no pressure to use products or investments that may not be appropriate for the client. We believe that our independence can mean a world of difference when planning for your future. Mark advises clients with:

 
Investment Planning
  Education Planning
  Risk Management
  Retirement Planning
  Income and Distribution Strategies
                                                                                

Mark knows that for the small business owner, business planning and personal financial planning go hand-in-hand and we will work closely to provide you with the coordinated business retirement, and insurance planning you need. Mappa Wealth Management also provides you with access to other important resources and trusted professionals through other Alliance Partners:

 •  Legal Advice  •  Estate Planning  •  Tax Planning

 

Alliance Partners

Alliance Partners

 

Michael M. Silbert Attorney At Law

Michael Silbert has been an attorney for over 40 years, and has had his own practice since 1986. Michael places an emphasis on estate planning, Real Estate and corporate law. His clients can depend  on his experience and knowledge to provide them with advice appropriate to their situation. He has taught Estate and Gift Tax law in the Masters of Law program at DePaul University and been a consultant to insurance companies on estate planning and has given numerous talks on estate planning  to various groups.

He received his law degree from Northwestern University School of Law and began his career with the Internal Revenue Estate and Gift Tax  division.

 

 

 Ken Rapoport CPA

 
Ken Rapoport has been a CPA for over thirty-two years, and has been certified and licensed in accounting since 1983. His is the founder and principal of Kenneth P. Rapoport C.P.A.,  Ltd. His philosophy and that of his firm is of working closely with clients to provide them with the best possible service and advice for their financial needs. They genuinely care about 
each of their clients' financial situations and actively seek out appropriate ways in which to help them. By building strong personal relationships with clients they are able to give the personal attention their clients deserve. 
Ken Rapoport is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society and the Independent Accountants Association of Illinois.

 
 
Christin Luckman

Christin Luckman is a Senior VP of Mortgage Lending at Guaranteed Rate with 13 years of lending experience. Christin and her team use Guaranteed Rate’s Digital Mortgage to approach the loan process 
with seamless and efficient technology. 
Christin graduated from the University of Illinois with a BS in Finance, is a real estate investor in multiple states, and founder of the LUX group. Christin joins our Alliance Partnership where her wide range of financial and real estate expertise and personalized service can help provide clients with professional results.

 

 

 

 

QUORUM Federal Credit Union

Over the years, Quorum has provided our clients with the excellent service we expect for our clients in the areas of  mortgages, credit products and general banking needs.Established in 1934, Quorum is a full-service financial institution serving more than 50,000 members nationwide.

 
Some of Quorum’s products and services:

 *    QChoice Checking: Enjoy monthly dividends, free checks, ATM fee reimbursements (up to $15 per month), access to over 80,000 fee-free ATMs nationwide, mobile deposits

 *   First and Second Mortgages: Market-leading fixed and adjustable rates, free first mortgage pre-qualification, free consultations with mortgage experts

 *   MasterCard Credit Cards: Rewards-rich cards with low rates, no annual fee, unlimited points that never expire, easy redemption.

 

 
QUORUM Federal Credit Union Contacts
Tene Turner
Regional Manager, overseeing branches in Chicago, IL and Newberry, SC. She has  helped Quorum members attain their financial goals for over 17 years, using her extensive knowledge in all financial 
products, including mortgages, credit cards, and savings.                
Tene
can be reached at (312) 291-9422 or at tene.turner@quorumfcu.org.

Tiffany Mazzoccoli
Tiffany has worked at Quorum for over 23 years, currently serving as the Regional Manager of the Deerfield and Glenview branches in Illinois. She delivers exceptional results through her commitment to 
clients by excellent customer service and by building relationships. Tiffany specializes in mortgages and utilizes a consultative approach to define customer goals and develop solutions to attain member
financial goals.
Tiffany can be reached at (847) 964-9077/(847) 646-6769 or at tiffany.mazzoccoli@quorumfcu.org.

  
 *   Federally insured by the National Credit Union Administration. Quorum is an Equal Housing Lender

 

 

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900 Chicago Ave Suite 104 | Evanston, IL 60202 | 847-556-5045