The Conversation Begins With You.
Nothing is more important than your money, and no one should ever feel like they have to manage it alone. We are a Chicago-based wealth management, investment management and financial planning firm with tax and insurance services that helps you on your financial journey.
This Is What We Do.
We are a Chicago-based financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our doors. We focus on wealth management, investment management, financial planning, tax planning and insurance services.
Webinar: Building a Budget That Works
Budgeting isn’t about restricting your lifestyle — it’s about understanding your finances and making more intentional decisions with your money. In this educational webinar, host Jonathon Much, ChFC®, AIF®, COO of CTS Financial Group, explores practical strategies for building a budget that works in real life, including managing monthly cash flow, distinguishing between needs and wants, preparing for unexpected expenses, and prioritizing savings goals. Learn how to create a flexible, sustainable budgeting process that adapts as your life and financial circumstances change.
Conversation. Teamwork. Solutions.
Recent Blog Posts
Nasdaq Record, Jobs Report Face Off in Mixed Week
The Weekly Update Week of October 5th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
Stocks Advance; Investors’ Attention On What’s Next
The Weekly Update Week of September 28th, 2026 By Christopher T. Much, CFP®, AIF® Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, ...
Fed Ups Rates; Investors Ponder AI, Oil
The Weekly Update Week of September 21st, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the ...
The CTS Resource Center
While we collectively focus on your financial health, we also recognize you might want to do your own research from time to time. That’s more than ok with us, and why we’ve created a resource center so we can share educational content to guide you throughout the year, and around your goals.
