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Welcome to Josten Financial

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Josten Financial is a Chicagoland Insurance, Investments and Employee Benefits Firm. Our primary focus is to assist high net  worth individuals and small business owners with their insurance and investment needs. Our basic strategy is to help clients be prepared for and avoid financial emergencies. Since many of our clients are also small business owners, we also assist them with the management of their employee benefits package.

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Your Financial Future

Areas of experience include: Group Medical, Life, Dental, Disability Insurance as well as all types of Qualified and Non-Qualified Retirement Plans. We concentrate on devising a package that can attract and retain key employees as well as manage the costs. Why do we seek your business? The reason is simple- while some professionals can help a person after an emergency or problem develops, our profession seeks to help you be prepared for or to avoid financial emergencies by planning ahead. It is, therefore, our duty to seek your business and assist you in the preparation of your financial/business strategies.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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