We are honored to partner with Corsalus Financial and wanted you to get an inside look at who they are, what they believe, and how they can help you. We love their values and think you will too!
So if you have questions about how you are spending and saving money, need help with investments, want to consider hiring a financial planner, or already have one and possibly want to switch, keep reading because we are excited for you to meet them.
Planning for the future or even figuring out what to do right now can set your mind at ease, especially when you have the help of professionals that truly care about your family! What a valuable resource.
What does “Corsalus” mean?
Our Name
Corsalus.ย We created this name as a reflection of who we are and what we believe is most important in our workโs impact with our clients.ย
The word โcorโ means heart and mind.ย Our heart is the place where our closest dreams and aspirations live.ย When these dreams, in alignment with oneโs mind, are uncovered and shared during the financial planning process, we believe it leads to making decisions that are most meaningful.ย
The word โsalusโ means good health, well-being, and prosperity.ย Through our work with clients, we have found that these are the underlying principles that each person ultimately wishes to achieve in their life.ย By working with our clients in a way that is centered around the things that are most important to them, we seek to ensure that they feel confident in the financial decisions that they make.ย
What are the goals of Corsalus Financial?
Our Vision
We are a team who strives to make a difference in the lives of our clients, as well as in the community around us. We understand that life is about the moments and we value how our clients choose to spend their time.ย We work with our clients to uncover and understand the things that are closest to their hearts and that they are most passionate about. After prioritizing these important matters, we collaboratively work with our clients to create a financial plan to help our clients envision and understand how to get there.ย And, we remain in their corner to help along the way.ย
Our goals are centered around enhancing the lives of individuals so they are living their lives to the fullest and feeling confident about the financial decisions that they make.ย We not only want to celebrate the accomplishments that happen along the way in our clients’ lives, but we also take the time to recognize the โlittle thingsโ that go on because they sometimes matter the most.
How does Corsalus Financial work with families?
Our Approach
At Corsalus Financial, we talk with our clients to understand the things that are closest to their hearts. After prioritizing these important matters, we collaboratively create a financial plan to help them envision and understand how to get there. Our goal, centered around each individual client, is to help people live life to the fullest and feel confident about financial decisions. ย
Our Gratitude
We have, and will always have, a deep commitment to our clients and an appreciation for the trusted relationships we share.ย We recognize that our clients share such personal details in our work, and we honor the trust you bestow upon us. We always treat you and your personal information, with respect and dignity.ย We know our work is meaningful, and we are privileged to have the honor to serve you in this manner.
Meet the Team
Jason Dobrzynski
Jason Dobrzynski has been a Financial Advisor since 1999. When working with individuals, he takes a holistic approach to financial planning that focuses on the person and not the money. He believes that most people have dreams for their lives that are closely guarded and beliefs about their money that are unexamined. By taking his clients through a comprehensive financial planning and visioning process, specific goals can be identified, as well as obstacles that stand in the way. Jason then works with his dedicated team to develop a plan to put strategies together as part of a person’s overall financial plan designed to support more balanced and fulfilling lives.
Jason is a proud graduate from the University of Minnesota with a Bachelor’s degree in Economics. He is also a CERTIFIED FINANCIAL PLANNERโข practitioner.
His passion for serving his community has led to him to becoming part of the Rotary Club of Western Springs, as well as involvement in organizations such as the Western Springs Business Association, and Financial Planning Association.
Jason is happily married to his lovely wife, Kristin and a proud Father to their two children.ย Away from work he enjoys his weekly exercise routine, his annual family trip to northern Wisconsin, and traveling anywhere with his family to gain new life experiences and appreciation.
Maralynn Kearney
Maralynn Kearney has been a Financial Advisor since 2013. She strives to bring value to her clients by taking plenty of time to understand their life goals, and then helping to ensure that their money decisions support those priorities. Maralynn wants to ensure that her clients feel confident making financial decisions in relationship to their financial hopes and dreams. In this process, Maralynn and the entire team work to prepare strategies that are in alignment with each client’s values and goals.
Maralynn holds a Bachelorโs degree in Economics from the University of Illinois in Urbana and also has an MBA degree from DePaul University in Finance.
Maralynn lives in Downers Grove with her husband Bob and their three young-adult children.ย With all three kids in college this year (Purdue University and UIUC), Maralynn understands the importance of financial planning and preparing for college expenses.
Away from work, Maralynn spends almost all of her free time doing activities with her family, 2 rescue dogs, and some great friends. For relaxation, she loves reading, gardening, exercising and traveling as much as possible.
Maralynn spent most of 2023 studying for the CERTIFIED FINANCIAL PLANNERโข designation, and as of December, 2023, she is proud to be a CFPยฎ professional.
Financial Planning Services
As CFPยฎ professionals, we strongly believe in a holistic financial planning approach to help our clients maintain overall financial health and accomplish multiple (some sometimes competing) goals.
- Goals and Values Review
- Net Worth Statement
- Portfolio Strategies
- Budget, Debt and Savings
- Retirement Outlook and Optimization
- Education Planning
- Life & Long-Term Care Insurance Needs Analysis
- Beneficiary Review
- Behavioral Financial Coaching
- Basic Estate Planning
Investment Management Services
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As investment fiduciaries, we also provide experienced and independent advice, putting your needs and best interests first.
- Research
- Investment Selection
- Asset Allocationย
- Systematic Rebalancing
- Life Insurance and Long-Term Care Insurance
- Ongoing Portfolio Reviews
- Business Owner Support and workplace retirement plans
- Assisting with Account Type Selection (529 accounts, Roth vs IRA vs SEP, Trusts) and tax implications
Contact Corsalus Financial
Jason and Maralynn from Corsalus Financial welcome questions and meetings so you can get to know each other. You can call them at (630) 320-5055 or email them at info@corsalus.com. Corsalus Financial is located at 1220 Kensington Road, Suite 200C in Oak Brook, IL 60523. They are available Monday through Friday from 8am-5pm and Saturday and Sunday by appointment.
Corsalus Financial has wonderful resources for kids and families on their Corsalus Financial Kids page too!