Welcome to North Shore Planning Group

Andrew “Andy” Watson has been in the Financial Services industry since 2000. He and his clients have experienced the economic downturns of 2001, 2008 and 2020 and the economic upturns that began in 2002 and 2009. Therefore Andy knows how to successfully navigate his clients through the economic ups and downs that inevitably occur in the American economy.

Andy maintains a one man shop in Skokie Illinois, so his clients work directly with him. However, Andy has many brilliant people working with him behind the scenes so his clients are assured of excellent service and advice.

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
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NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan