On this page, expert financial advisors and father and son combo Victor and John Rigoni help you navigate The Retirement Zone form the big questions down to the nitty-gritty. He's just realized that matching his company's 401k contribution is not going to be enough to reach he and his spouses financial goals long term. She now knows that the earlier she starts investing, the bigger the nest egg sh
e can build up for herself. With the end of their careers approaching, they are starting to dream of what married life will be like once they've left the factory behind. What do all of these people have in common? They have all recently entered The Retirement Zone. The Retirement Zone is that span of years between when you first start thinking about saving and investing to your final day at the office before leaving to live the life you worked so hard for. MEET THE TEAM
VICTOR RIGONI (Co-Host of Retirement Zone)
Victor Rigoni, III is a founder of North Shore Capital Group and has been a leader in the financial services industry as a financial advisor since 2000. Over that period of time, he has advised clients in the management of their investments as it relates to their personal and business goals through an independent perspective. Victor is an acknowledged teacher and coach in investment management and enjoys meeting clients where they are and understanding their financial goals by helping them to the next level of financial independence. Victor holds numerous licenses including his Series 7, 63, 66; Life and Health insurance lines. Prior to his years as an independent consultant, he was an investment representative and financial advisor at Edward Jones. Victor also spent over 20 years in the residential and commercial real estate markets as an agent and broker-owner of a Coldwell Banker office. During that time, Victor served on the Lake County Board of Realtors and managed an office of over 20 agents. His real estate career was marked by many personal and professional successes, including residential development and property management. This deep understanding in both real estate and wealth management has served well in guiding his clients at North Shore Capital Group. Being an active volunteer has always been important to Victor. Over the years Victor has been active in many service clubs including Rotary and Kiwanis, which ultimately led to Victor serving as a Kiwanis Charter Club President in 2003. More notably, Victor was the both the founder and Charter President of North Shore Professionals, the Lake Forest Chapter of Business Networking International, where he is still an active member. Outside of the office Victor is internationally well traveled and enjoys spending quality time with his family and beautiful granddaughter. JOHN RIGONI (Co-Host of Retirement Zone)
Jonathan Rigoni is a founder of North Shore Capital Group and has been a leader in the financial services industry as a financial advisor since 2006. Jonathan is an acknowledged teacher and coach in investment management and enjoys meeting clients where they are financially and helping them achieve the next level of financial independence. Jonathan holds numerous licenses including his Series 7, 24, 63, 66; Life and Health insurance lines. Before he began his career as a financial advisor, Jonathan held his real estate license and played an active role in the management of his familys extensive residential real estate portfolio. At North Shore Capital Group, the combination of these skills has served him well as he continues to guide his clients through current market conditions. Being an active volunteer has always been important to Jonathan. For many years he was a volunteer EMT, serving residents of northern Lake County by logging more than an estimated 5,000 emergency ambulance calls. In 2005, Jonathan aided in the search and rescue efforts as a first responder with Superior Air Ground Services in the wake of Hurricane Katrina. Additionally, Jonathan has been active in the Kiwanis community for over a decade serving as President for multiple terms in different club locations. Outside of the office Jonathan is internationally well traveled and enjoys spending quality time with his wife and daughter. He enjoys a summer day at the lake or an evening cheering on his Chicago sports teams. When work and pleasure intersect, you may find Jonathan visiting a regional office or an international hub of an investment management firm to gain a better perspective of their local economy and how it impacts his clients. North Shore Capital Group, Inc., is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA (www.FINRA.org) SIPC (www.sipc.org). Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. The representative associated with this site is registered to conduct business in the following states: CA, FL, GA, IA, IL, IN, KS, KY, MI, MN, NY, WI
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