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4589 Glen Echo Way, Rockton, IL 61072

(815) 957-4448
steve@danekaswealth.com
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Creating Financial Balance for Life's Important Moments.

What I do
Life Doesn't Stand Still

We provide financial planning and investment management services that are customized to meet your always changing life. We can provide your family with education and clear guidance to help you reach your full potential.

WELCOME
Independent, Fiduciary Guidance

We follow fiduciary standards, through an advisory relationship, devoted to putting our clients’ best interest first. We offer no proprietary products, and we operate without pressure from a firm to sell a particular product or meet sales goals.

My Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That's why I offer a broad range of services designed to address where you are today and where you want to be.


Portfolio Management

I build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives — adjusting as your life evolves.

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Retirement Planning

Whether retirement is decades away or right around the corner, I'll help you create a roadmap designed to support the life you envision.

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Risk Management

From market fluctuations to the unexpected, I help identify potential vulnerabilities and build strategies to address them.

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Estate Strategy

I work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about.

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. I'll help you evaluate the right type and amount for your needs.box-empty

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets.box-empty

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Extended Care Strategies

Healthcare costs can change quickly. I help you explore strategies for potential long-term care needs so they don't derail your other goals.box-empty

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Small Business Guidance

Owning a business adds layers to your financial picture. I help business owners align personal and professional financial strategies.box-empty

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Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision.

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Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. I'll help you take a clear-eyed look at income, expenses, and opportunities.box-empty

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Education Strategies

Funding education is a priority for many families. I'll help you explore savings vehicles and strategies that fit within your broader financial plan.box-empty

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Charitable Giving

If giving back is part of your vision, I'll help you explore tax-smart approaches to charitable contributions that align with your values.box-empty

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. I can help coordinate strategies designed to support your loved one's future.box-empty

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Debt Management

Not all debt is equal. I'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus.box-empty

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Financial Education

I believe informed clients make better decisions. I provide ongoing resources and conversations to help you stay confident in your financial direction.box-empty

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How To Get Started

About My Firm
We Strive To Be Your Trusted Team

Our roots are in this community, and we view our clients in the same light as our friends, family, and neighbors. Your goals become our guidelines, and we are relentless is helping you pursue your best financial life while providing exceptional service along the way. 

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Assess
Understand Your Full Picture

I'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, I'll design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement & Monitor
Stay on Track as Life Evolves

I'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Saving for College 101

Saving for College 101

Here's a crash course on saving for college.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future