AFFILIATE ORGANIZATIONS
Ray Graham Association
Ray Graham Association for People with Disabilities is an innovative, person-driven organization that supports and works with people with disabilities, their families and the community to improve their quality of life.
Angel Traub & Associates
Mike Drabant is a partner with the law firm A. Traub & Associates in Lombard, Illinois. His practice areas consist of estate planning, estate
and trust administration, elder law, guardianship of adults with disabilities, special needs planning, and advising pooled trusts and not-for-profit entities. Mike is a member of the National Academy of Elder Law Attorneys and the Illinois State Bar Association. Mike is also very active with the DuPage County Bar Association where he recently served as chair of the estate planning and probate section.
Fourth Street Performance Partners
Fourth Street Performance Partners (“Fourth Street”) serves as the investment consultant to Life’s Plan, Inc. Fourth Street is an SEC registered, independent investment consulting firm serving institutional investors. Fourth Street has advised many not-for-profit clients for the past 30 years and consults to over $5 billion in investable assets. Fourth Street has full access to the resources of Callan Associates, the largest private consulting firm in the U.S. Fourth Street provides Life’s Plan the investment allocation, selects investment managers and monitors investment performance.
TI-TRUST, Inc
TI-TRUST, Inc. was established a half century ago to address the growing need for trust and custodial services. As the needs of our clients evolve, we continue to expand our services, now offering employee benefit, personal trust, farm management, and custody services. In addition, our Employee Stock Ownership Plan (ESOP) and 401(k) trust practices are nationally recognized for superior service. Today we provide fiduciary services to clients totaling over $10 billion.
By fostering open communication with clients, TI-TRUST consistently ranks among the very best in our industry in customer satisfaction. We’re proud to be a preferred partner to our suppliers, a valued corporate citizen in the communities we serve, and a well-respected organization that consistently receives strong ratings from regulators. Our overarching goal is to serve the best interest of our clients.
True Integrity Fiduciary Services
Tax Accountants Porte Brown
For nearly 10 years, Porte Brown LLC has proudly served Life’s Plan Inc. and its beneficiaries by providing first-rate accounting and tax services. Porte Brown is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For more than 70 years, Porte Brown has focused on offering the highest level of service to individuals, businesses and organizations throughout the region. In addition to the traditional accounting services, such as tax planning and preparation, audit, business valuations, and retirement plan administration, Porte Brown also provides strategic consulting and leading-edge technology implementation for clients.