About Us
Cash Fund Orbits helps families and business owners bring every part of their finances into one steady orbit.
Cash Fund Orbits helps families and business owners bring every part of their finances into one steady orbit.
Our founders spent years watching hard-working people struggle with money decisions that did not fit together. A mortgage was chosen without thinking about retirement savings. An insurance policy was bought without checking the family budget. A tax bill arrived that nobody planned for. Each decision made sense alone, but together they pulled in different directions.
Cash Fund Orbits was created to fix that. We keep every part of your finances in the same orbit around your goals. Whether you need a personal loan, a new mortgage, an investment plan, tax help or insurance coverage, we look at the whole picture first and then recommend the option that supports everything else you are working toward.
Today we work with households and small business owners in the Chicago area and beyond, meeting in person at our Elmwood Park office or by video call.
To give every client a clear, connected financial plan and honest advice they can act on with confidence, so their money supports the life they want to live.
A community where financial decisions are simple to understand, fairly priced and always made with the full picture in view.
These four values shape how we advise, how we price and how we treat every client.
We explain every option in plain language, without jargon or fine print.
If a product is not right for you, we will tell you, even if it costs us the sale.
We look at how each decision affects the rest of your financial life.
We treat your goals like they belong to our own families and neighbors.
You receive a clear summary of your goals, recommendations and next steps after your first planning meeting.
Rates, fees and total costs are shown in writing before you sign any application or policy.
You decide what to act on and when. We are happy to answer questions for as long as you need.
We check in at least once a year and whenever your life changes, so your plan stays on course.
Book a free first call with a Cash Fund Orbits advisor. We will look at your goals and show you the next three steps to take.