About Us
Wealth Logic Solutions exists to help you make the most of your assets. No matter what your situation, the professionals at Wealth Logic Solutions will introduce you to non-traditional strategies that will help you create a meaningful transformation in every aspect of your life!
If what you thought to be true about:
- Funding Your IRA and/or 401K
- Insurance
- Credit Cards & Auto Financing
- Investments
- Saving for College
- Taxes
- Mortgages
- Real Estate
turned out NOT to be true, when would you want to know?
With Wealth Logic Solutions, you will learn how to stop transferring money unknowingly or unnecessarily. We will analyze and evaluate your financial investments, retirement planning, real estate investments, taxes and insurance, as well as your daily living activities to help you create the best quality of life possible.
Wealth is more than money … and we take the time to learn about you, your family, your lifestyle, and your goals. With this information, we develop a personalized program that will focus on your priorities. Wealth Logic Solutions will inspire you to implement the strategies that will provide the absolute best results for successful management of your wealth. This is our mission, and we do it very well.
Hank Tajkowski, CPA, CLU, ChFC, Certified Financial Planner
Hank grew up in St. Louis, Missouri before moving to Quincy, Illinois to attend Quincy University and work. He graduated Magna Cum Laude with a Bachelor of Science degree in Accounting in 1992. Immediately after college, Hank joined Ernst & Young, one of the largest and premier accounting firms in the world. After traveling the country with Ernst & Young for three years, he decided to start his own company focusing on ways to help individuals, families and companies with financial solutions.
However, it was personal tragedy that transformed his career from retroactive reporting to proactive planning. He lost his to be Mother-in-Law to cancer at age 59, one month before the wedding; six months later, almost lost his wife, Sally, to Crohn’s Disease; and seven months later, lost his Father-in-Law to cancer. At that point, he decided to focus his practice on estate simplification and security. In a sentence, to eliminate the question marks from his clients’ financial futures.
Hank is the President of Wealth Logic Solutions, is insurance and securities licensed in Illinois, as well as several other states. Hank is a Registered Representative with M Holdings Securities, Inc. He has been in practice for over 15 years working with individuals, families and businesses in various areas of financial planning.
Hank finds that people in all professions and stages of life simply get caught up in every day business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security. With a sincere desire to help people plan for their financial futures, Hank assists folks at all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today, tomorrow and for the legacy that will remain.
Hank has also earned membership in the Million Dollar Round Table’s Top of the Table, which is an exclusive forum for the world’s best life insurance and financial services professionals who are committed to providing exemplary client service while displaying the highest standards of ethics, professional knowledge, and productivity.
Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have met certain minimum qualifications criteria.
To enhance his membership, Hank became involved in The MDRT Foundation, which is the philanthropic arm of the MDRT. The Foundation showcases the generous and caring spirit of MDRT members, which raises the integrity of the entire life insurance profession to a whole new level. Since its formation in 1959, the MDRT Foundation has granted $17.6 million to charitable organizations serving people in 67 countries and all 50 states. Starting in 2003, the MDRT Foundation will give out at least $1 million in grants a year.
In recognition of MDRT’s growing and diverse international membership, the MDRT Foundation also distributes grants in communities throughout the world. Grants are distributed to charities that use education, health and economic programs to save lives and empower our global community.
The vision of the MDRT Foundation is to be the premier charitable foundation involving all members and improving the quality of life for those in need.
* Building playgrounds where few children feel like laughing or smiling.
* Providing emergency assistance to aid families enduring the unimaginable.
* Bringing new hope to cancer patients through leading edge research.
* Making the wishes of terminally ill children come true.
Hank resides in Chicago with his wife, Sally (who teaches for Chicago Public Schools), and their triplets: Sydney, Blake and Bryce.