Building Towards Wealth

Helping Gen X & Gen Y Business Owners Make Smart Financial Decisions

President

Strategic Financial Group

Chicago-based wealth management practice providing financial planning to business owners.

Financial Planner & Wealth Advisor

Christopher Clepp Financial Solutions

Providing financial solutions to the Chicagoland area. We specialize in two areas.
1)Helping small business owners plan for the protection and growth of their business. 

2)Helping high-income earners, above find unique ways to protect and grow their income for retirement.

Owner

ASUREA

Area Manager, representing 60 Life, Disability, Mortgage Protection, Annuity and LTC carriers

Chicago Area Manager

Integrated Financial and Insurance Strategies

Opened and developed 4 insurance offices across the country

Specialized in insurance solutions for high-income earners and business owners.

Partner and Business Insurance Specialist

Promark Financial

Sales Manager

Marriott

Phone sales for their Vacation Club division

Team Leader

I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. 

-I am passionate about working with business owners who would benefit from having an objective partner in their financial lives.   
-I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. 

How do I know if I'm a good fit?

-Business Owners between 35&55 who want to have the ability to make work optional

-Household income of at least $150,000

-People who want to delegate so you can spend more time with the people they care about and doing the things they love


What is the benefit of working with Chris?

-Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are

-Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.

-Optimize insurance policies to maximize coverage and reduce costs.

-Proactive tax planning to minimize your lifetime tax bill

-Provide financial partnership and help solve your financial problems so you can focus on the most important things in life

 I love working out, cooking, bourbon and cigars. 


Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.

I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company

Christopher Clepp

Financial planning has a branding problem.

It’s been boxed into “retirement.”

But the real purpose is far more practical: it’s a roadmap to autonomy.

Autonomy means having the flexibility to walk away from a job that no longer serves you, pivot when your industry evolves, or say yes to opportunities without wondering whether the numbers will break your life.

If you’re a high earner who thinks planning doesn’t apply to you because retirement feels distant, ask yourself:

How stable is your field in the coming AI wave?

And if the landscape shifts, are you prepared—or exposed?

Planning isn’t about ending your career. It’s about protecting your ability to shape it.

President @ Building Towards Wealth | ChFC, Financial Planning, Wealth Management

If your business is thinking about growth, whether that means expanding into new regions, attracting international talent, or building a stronger global strategy, this upcoming session from Carl Kutsmode is worth your time.

Carl’s been advising executives and ownership teams on how to align vision, operations, and talent strategy for years. This webinar brings together those lessons in a practical way for leaders navigating expansion or transformation.

Plus, you get legal powerhouse SohYoon Atac and Togai Atac giving their great legal insights.

I’d highly encourage any founders, business owners, or growth-minded professionals in my network to register.

If you are an executive in a global company trying to make sense out your 2026 strategic plan for doing business in the US, then be sure to register for my upcoming webinar on Nov 12th below!  Registration link and video preview of our panel discussion topics are in the comments below. #globalbusiness #strategicplanning #usabusiness #ustariffs #usimmigration #b2b-vip #talentrise #praxialliance #praxi #aleroninc

Happy Thanksgiving from my family to yours!

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Honoring all that have served 🇺🇸


#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

A lot of high earners dismiss financial planning because they’re not thinking about retirement yet.

Here’s the truth:
Financial planning isn’t about retirement.

It’s about autonomy—having the ability to choose your next step without being handcuffed to your paycheck.

And with AI transforming industries faster than most people realize, autonomy matters more than ever. Even strong careers are facing uncertainty, and the professionals with a plan will be the ones who stay in control.

You don’t plan because things will go wrong.

You plan so that if the path changes, you’re not caught off guard.

If you value control, clarity, and optionality, you’re the exact person financial planning is built for.

Most people hear “financial planning” and immediately jump to “retirement planning.”
 
But retirement is only one version of the real goal: autonomy.
It’s about having control over your decisions so your career, your family, and your life aren’t dictated solely by money.
 
If you’re a high earner who says, “Financial planning isn’t for me—I’m nowhere near retiring,” it’s worth asking a different question:
 
Do I want to be able to make decisions without fear?
 
We’re heading into an era where AI is reshaping entire industries. Even talented, high-earning professionals may see their roles shift faster than expected.
 
Having a plan isn’t about predicting the future. It’s about preparing for a future that might look different from the one you assumed—and keeping your options open if the path changes.
 
Autonomy > retirement. Always.

🚀 Are You Running a Business or Just Owning a Job? 🚀

Many business owners get stuck working in their business instead of on it. They’re buried in daily tasks, leaving no time to grow or strategize.

The Fix?
✅ Create systems and processes to delegate effectively.
✅ Focus on building a scalable asset—not just income.
✅ Plan for the future with an exit strategy that works for you.

Pro Tip: Stop being the bottleneck in your business. Build systems that let your business run even when you’re not there.

https://lnkd.in/g2TqT_8V

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Open article: 5 Common Problems Business Owners Have by buildingtowardswealth.com

Long-Term Success Comes From Consistency

Success in financial planning, like anything in life, isn’t about one big decision—it’s about the habits built over time.

Small, consistent actions—whether it’s reviewing financial goals, planning ahead, or learning something new—lead to long-term results.

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

🚫 Not everything we hear about money is true.

There are plenty of financial myths out there. Some people think debt is always bad, or that investing is only for the wealthy. 

What’s a common money myth you used to believe?

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Wealth isn’t built overnight.

 It comes from consistent, intentional financial decisions over time. 

Understanding how different strategies work together—such as savings, investments, and risk management—can help create a strong foundation for long-term success. 

Every step forward, no matter how small, contributes to financial security. 🏗️📈

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

RLS Wealth

Fishers, Indiana’s firm for life planning

Life Planner. Advisor. Founder.

The AGC™

The AGC™, co-founded with Taylor Schulte, is a private online community for financial advisors looking to grow with other like-minded advisors.

Co-Founder 

PRST

prst (pronounced per-soot) is a multi-disciplinary creative collective connecting spirit, mind, body, and money in the pursuit of authentic living.

Founder

Philly Phinancial Literacy Week Inc 

Our Mission is to help expand access to economic resources and education to underserved communities throughout the US. We stress the total development of each individual so that they can achieve a higher sense of pride, dignity, and financial stability within themselves. 
​
Economic inequality, financial illiteracy, social injustice, inequitable access to capital and lack of financial dignity are real and systemic issues that have hindered the economic growth and opportunity for under-served individuals and small businesses for over 400 years in America. 
​
We recognize these problems are systemic and complex and require innovative and collaborative solutions from a variety of partners in government, community, and the private sector.

Board Member

Wealth.com

As a member of the advisor council I will be bringing my experience, expertise, access to financial advisors, and ideas to the Wealth leadership team to help make Wealth's offerings meet the needs of financial advisors today and in the future.

Advisor Council

Justin Castelli, RLP®, CFP®

In the last 10 years, I have created at least:
🎙️ 529 podcast episodes
✍️ 1921 written posts
📹 869 videos
and counting...

My passion for creating cannot be questioned.

And it's taken me 10 years and all of these reps to get "good".

transformational guide moonlighting as a financial advisor, founder Santiago.Life, co-founder of The AGC™ and founder of PRST™

What if the answer to financial stress isn't to cut back—but to expand?

For years, I've watched people shrink their lives trying to fit into smaller budgets. Cancel subscriptions. Reduce needs. Make themselves smaller.

But there's another path: expansion through alignment.

When you use your unique gifts to create value only you can offer, something shifts. You're not just working harder—you're working in harmony with who you really are.

The question isn't "What can I cut?"
The question is "How can I expand?"

Read more in my latest on the AlignedLife Blog: https://lnkd.in/gmTY2BJm

Note: I haven't purchased this house in Sedona yet--best believe I'm not cutting expenses to save. I'm expanding into it.

I’m really enjoying writing for my AlignedLife Substack—I honestly believe it is my best written work to date.

But, I’m going to make a change…

Instead of relying on Substack, as great of a platform that it is, I’m moving the writing for AlignedLife to my personal website. This move makes it easier to send folks to one place for everything I’m creating—The Daily Notes, The AlignedLife Podcast, an occassional Omens post, and now the AlignedLife Blog.

It also moves me into better alignment with the model of independent artists, which I’ve long talked about being inspired by—Nipsey Hussle, Russ, LaRussell, even J. Cole in the last couple of years, The Clips this year, and most recently JID.

I’ll still share the new AlignedLife posts on Substack, as my research suggests it’s not as frowned upon as it has been in the past, but I anticipate I’ll eventually stick to a RSS feed to distribute new posts 30 minutes after I hit publish—maybe I’ll get fancier in the future.

If you haven’t checked out the work on Substack, check it out now at https://lnkd.in/gWxmGE5R

You can also sign up to get new posts directly to your inbox https://lnkd.in/g5wh4fQv

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Christopher Clepp

Justin Castelli, RLP®, CFP®

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The Battle

Christopher Clepp

Justin Castelli, RLP®, CFP®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Clepp's LinkedIn Performance

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