Wachovia Securities Financial Network

Gary H. Costarella
Financial Advisor
Branch Manager
Chicago, IL (Lincoln Park)

Whether it's the demands of family and career or the noise from the financial press about the gyrations of the markets and the latest investment fad, today, more than ever, it's almost impossible for investors to stay focused on the Big Picture.

It's our goal to provide structure and perspective to the process of growing and preserving our clients' wealth.  It's our mission to focus on the Big Picture:  to help affluent individuals and their families achieve financial security and independence through the prudent, long-term growth of their savings and investments. 

We believe that we are well positioned to fulfill this mission:  we are an independent, service-oriented, financial advisory practice that draws upon the  resources and support of one of the nation's premier financial services firms. 

It's our opinion that financial success doesn't "just happen."  Nor should the process of investing be an end in itself.  Instead, success results from a dynamic, goal-oriented approach based on sound planning, the application of time proven principles and good old-fashioned common sense.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

More Newsletters →