Michael Kabarec – Investment Management Specialist

Michael Kabarec1 Michael Kabarec – Investment Management SpecialistMichael Kabarec is a trusted investment management professional who carries more than 30 years of experience in this challenging career field. Throughout his professional history, Kabarec has gained strong insight into what skills and knowledge is necessary to perform tax management, investment management, wealth building services, small business development and retirement plans. Today, this professional uses his proficiencies in these areas to serve as President at Kabarec Financial Advisors, Ltd.—a Chicago-based investment management, financial and wealth advisory firm that has existed since 1982.


While Michael Kabarec has had the opportunity to learn a great deal about financial management through his professional history, he notes that without his experiences in higher education, he would not have had the foundation to pursue his dreams in this competitive field. Knowing at a young age that he wanted to work within a financial field, Michael Kabarec enrolled at the College of Business at Northern Illinois University, where he earned a Bachelor’s Degree in Accounting in 1970. Upon the foundation of Kabarec Financial Advisors, Ltd., Michael decided to expand his education by attending the College for Financial Planning where he earned designation as a Certified Financial Planner in 1983. Today, he carried many more certifications and is a member of many relevant organizations, allowing him to reap the many benefits that continuing professional education can offer.

Areas of Expertise

As noted, Kabarec has utilized a comprehensive understanding of financial management skills, allowing him to create a strong advisory firm which has served the Chicago community for more than three decades. However, many who are interested in what it takes to pursue this type of career may not know what skills an investment management professional must carry. As such, here are a few of the skills that Kabarec offers to his clients today:

  • Investment Management

Many people, especially those who have a considerable amount of excess funds, find the concept of investing as intriguing. However, once these individuals realize how complicated this practice is, they may feel that acquiring assets is not as great as it seems. While it can seem overwhelming at first, those who are able to make the commitment to an investment strategy can experience a strong financial return that proves everything was well worth the effort. Although Kabarec notes that every investor should become familiar with the many aspects of the investment process, they should still rely on the professional services of an investment manager, as these specialists can provide expert oversight over one’s most valuable assets to make sure they gain and retain as much value as possible.

  • Retirement Planning

While many people may think that retirement is only something to worry about in our golden years, Kabarec explains that is actually a financial responsibility that adults should consider early on in their careers. Many people look forward to retirement as a time to enjoy life and relax after years of hard work; however, those who do not partake in careful retirement planning may find that these later years are much more stressful than what was expected. Retirement planning professionals, such as Michael Kabarec can help make this part of life more secure and guide individuals to lay out a detailed plan for financing their futures.

  • Estate Planning

Estate planning is a concept that many people do not like to think about, as it deals with what happens to our assets after we have passed away. Although it is often difficult to think about life after we have passed, it is imperative to make considerations for those who are left behind and how assets are divided amongst loved ones. There are many decisions involved with the estate planning process, from choosing what will happen to one’s home to how an individual will arrange for funeral services. Since everyone is likely to have varied assets and personal situations, it is important to enlist the help of an estate planning professional to help address all these issues ahead of time.

  • Tax Preparation

Most Americans must face the annual financial responsibility of paying taxes, but those who run businesses or are exceptionally wealthy must take care to properly track their tax needs throughout the year. Without the proper tax preparation, citizens can face a wide array of consequences. For instance, if one underestimates what they owe or seems to have made mistakes, an audit may prove necessary. Other times, a tax-payer may find that they missed out on valuable write-offs. Tax preparation professionals can help individuals keep track of necessary assets, purchases and financial accounts in order to make sure that one pays the right amount of taxes, while at the same time does not pay too much.

Michael Kabarec Answers Questions about Wealth Management

What is Wealth Management?

Wealth management refers to professional services that offer expertise and strong discipline in investment management, financial planning, portfolio management and other financial services. Typically, those who work in this capacity work for wealthy individuals or high-net-worth businesses.

What Can Wealth Management Do for a Client?

Wealth management is a comprehensive financial planning field that can provide numerous services to clients. While the needs and financial situations are different for every client, wealth management providers often offer assistance in retail banking, estate planning, tax planning, investment management and coordinating legal services. Essentially, wealth management is a service designed for those who are affluent, long-term investors, as the practice can improve one’s control of income, financial growth and tax planning.

How Does One Become a Wealth Management Professional?

The best way to become involved in wealth management is to first pursue in education related to the financial field—for instance in business development or accounting. Most qualified wealth management professionals are certified CPAs and have experience working in the areas mentioned above.

How Can One Locate a Wealth Management Service?

According to Michael Kabarec, it is important to conduct careful research before enlisting the services of a wealth management professional. There are many options when it comes to choosing a wealth management service, but it is generally best to seek these services from a comprehensive financial services firm so that one can expect to receive full service when it comes to fulfilling financial responsibilities. Businesses and individual clients who are looking for a trustworthy, reliable and results-driven wealth management provider in the Chicago area should consult with Kabarec Financial Advisors, Ltd. As President of the firm, Michael Kabarec notes that his team is well-qualified and experienced to serve the wide-ranging needs of various clients.

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Feb 26, 2013 by David

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