Tight Ship Advisors Shares Video Testimonial From Michael Walther, President of Oak Wealth Advisors
CHICAGO, Illinois -- Today, Tight Ship Advisors released a video testimonial from Michael Walther, President of Oak Wealth Advisors, about how the services Tight Ship Advisors provides is "absolutely essential" to assisting families with special needs during these uncertain times.
"Our financial advising services firm specializes in helping families with special needs members," saidMichael Walther, President of Oak Wealth Advisors, in the video. "With the additional challenges our client families are facing in these uncertain times, having a trusted partner like Tight Ship Advisors to assist them is absolutely essential. Tight Ship Advisors puts our clients minds at ease by taking over many of the administrative and day-to-day tasks that become overwhelming for our families. We have great faith in Tight Ship Advisors."
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. Oak Wealth Advisors is the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners.
“I’m am so grateful for the partnership we have with Oak Wealth Advisors” saidJill Dillingham, Founder & CEO of Tight Ship Advisors.“The services Tight Ship Advisors provides to assist families with special needs members and aging adults are especially important for finding resources to cope during the coronavirus pandemic. Even essential errands like grocery shopping and picking up prescriptions pose a dangerous health risk to seniors those with underlying conditions, and the economic effects of the pandemic will impact retirement planning and financial management, as well. Tight Ship Advisors offers a solution that allows vulnerable populations to get help protecting their homes, health and lifestyles during this difficult time.”
Tight Ship Advisors offers bespoke services to serve the needs of their clients. A team of Certified Senior Advisors® provides assistance and guidance to their clientele on a range of services, including household budgeting and bill management, Medicare and insurance enrollment, claims monitoring, home vendor management, preparing for a move or in-home services, and end-of-life transition and shut down services. Tight Ship Advisors can also coordinate with existing financial and legal advisors to ensure the safety and efficiency of vital annual activities like tax preparation and forecasting, end-of-year reconciliations and RMDs, and charitable giving.
To contact Tight Ship Advisors and book a consultation, please emailinfo@tight-ship.com or call 773-457-1952.
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About Jill Dillingham, Tight Ship Advisors Jill Dillingham is the Founder and CEO of Tight Ship Advisors, a concierge home, health and lifestyle assistance business that offers one-on-one tailored services for aging adults. Dillingham earned a degree in economics from Miami University in Ohio in 1996 and began her career with Arthur Andersen Consulting with an expertise in Medicare, medical coding and managed care contracting. She is a member of the Illinois Continuity of Care Association, a Certified Senior Advisor® and member of the Association of Daily Money Managers. For more information, please call 773-457-1952 or visit tight-ship.com. Tight Ship Advisors is located at 829 Ash Street, Winnetka IL 60093
For media inquiries, please contact Tom Elliott at Acacia Consulting Group by email, tom@teamacacia.com, or phone at 773-819-0503.
About Oak Wealth Advisors Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. Oak Wealth Advisors is the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners. Oak Wealth Advisors is located at 836 Skokie Boulevard, Northbrook, Illinois 60062. For more information, visit oakwealth.com or call 847-945-8888.
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