Building Towards Wealth

Helping Gen X & Gen Y Business Owners Make Smart Financial Decisions

President

Strategic Financial Group

Chicago-based wealth management practice providing financial planning to business owners.

Financial Planner & Wealth Advisor

Christopher Clepp Financial Solutions

Providing financial solutions to the Chicagoland area. We specialize in two areas.
1)Helping small business owners plan for the protection and growth of their business. 

2)Helping high-income earners, above find unique ways to protect and grow their income for retirement.

Owner

ASUREA

Area Manager, representing 60 Life, Disability, Mortgage Protection, Annuity and LTC carriers

Chicago Area Manager

Integrated Financial and Insurance Strategies

Opened and developed 4 insurance offices across the country

Specialized in insurance solutions for high-income earners and business owners.

Partner and Business Insurance Specialist

Promark Financial

Sales Manager

Marriott

Phone sales for their Vacation Club division

Team Leader

I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. 

-I am passionate about working with business owners who would benefit from having an objective partner in their financial lives.   
-I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. 

How do I know if I'm a good fit?

-Business Owners between 35&55 who want to have the ability to make work optional

-Household income of at least $150,000

-People who want to delegate so you can spend more time with the people they care about and doing the things they love


What is the benefit of working with Chris?

-Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are

-Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.

-Optimize insurance policies to maximize coverage and reduce costs.

-Proactive tax planning to minimize your lifetime tax bill

-Provide financial partnership and help solve your financial problems so you can focus on the most important things in life

 I love working out, cooking, bourbon and cigars. 


Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.

I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company

Christopher Clepp

Financial planning has a branding problem.

It’s been boxed into “retirement.”

But the real purpose is far more practical: it’s a roadmap to autonomy.

Autonomy means having the flexibility to walk away from a job that no longer serves you, pivot when your industry evolves, or say yes to opportunities without wondering whether the numbers will break your life.

If you’re a high earner who thinks planning doesn’t apply to you because retirement feels distant, ask yourself:

How stable is your field in the coming AI wave?

And if the landscape shifts, are you prepared—or exposed?

Planning isn’t about ending your career. It’s about protecting your ability to shape it.

President @ Building Towards Wealth | ChFC, Financial Planning, Wealth Management

If your business is thinking about growth, whether that means expanding into new regions, attracting international talent, or building a stronger global strategy, this upcoming session from Carl Kutsmode is worth your time.

Carl’s been advising executives and ownership teams on how to align vision, operations, and talent strategy for years. This webinar brings together those lessons in a practical way for leaders navigating expansion or transformation.

Plus, you get legal powerhouse SohYoon Atac and Togai Atac giving their great legal insights.

I’d highly encourage any founders, business owners, or growth-minded professionals in my network to register.

If you are an executive in a global company trying to make sense out your 2026 strategic plan for doing business in the US, then be sure to register for my upcoming webinar on Nov 12th below!  Registration link and video preview of our panel discussion topics are in the comments below. #globalbusiness #strategicplanning #usabusiness #ustariffs #usimmigration #b2b-vip #talentrise #praxialliance #praxi #aleroninc

Happy Thanksgiving from my family to yours!

No alternative text description for this image

Honoring all that have served 🇺🇸


#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

A lot of high earners dismiss financial planning because they’re not thinking about retirement yet.

Here’s the truth:
Financial planning isn’t about retirement.

It’s about autonomy—having the ability to choose your next step without being handcuffed to your paycheck.

And with AI transforming industries faster than most people realize, autonomy matters more than ever. Even strong careers are facing uncertainty, and the professionals with a plan will be the ones who stay in control.

You don’t plan because things will go wrong.

You plan so that if the path changes, you’re not caught off guard.

If you value control, clarity, and optionality, you’re the exact person financial planning is built for.

Most people hear “financial planning” and immediately jump to “retirement planning.”
 
But retirement is only one version of the real goal: autonomy.
It’s about having control over your decisions so your career, your family, and your life aren’t dictated solely by money.
 
If you’re a high earner who says, “Financial planning isn’t for me—I’m nowhere near retiring,” it’s worth asking a different question:
 
Do I want to be able to make decisions without fear?
 
We’re heading into an era where AI is reshaping entire industries. Even talented, high-earning professionals may see their roles shift faster than expected.
 
Having a plan isn’t about predicting the future. It’s about preparing for a future that might look different from the one you assumed—and keeping your options open if the path changes.
 
Autonomy > retirement. Always.

🚀 Are You Running a Business or Just Owning a Job? 🚀

Many business owners get stuck working in their business instead of on it. They’re buried in daily tasks, leaving no time to grow or strategize.

The Fix?
✅ Create systems and processes to delegate effectively.
✅ Focus on building a scalable asset—not just income.
✅ Plan for the future with an exit strategy that works for you.

Pro Tip: Stop being the bottleneck in your business. Build systems that let your business run even when you’re not there.

https://lnkd.in/g2TqT_8V

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Open article: 5 Common Problems Business Owners Have by buildingtowardswealth.com

Long-Term Success Comes From Consistency

Success in financial planning, like anything in life, isn’t about one big decision—it’s about the habits built over time.

Small, consistent actions—whether it’s reviewing financial goals, planning ahead, or learning something new—lead to long-term results.

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

🚫 Not everything we hear about money is true.

There are plenty of financial myths out there. Some people think debt is always bad, or that investing is only for the wealthy. 

What’s a common money myth you used to believe?

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Wealth isn’t built overnight.

 It comes from consistent, intentional financial decisions over time. 

Understanding how different strategies work together—such as savings, investments, and risk management—can help create a strong foundation for long-term success. 

Every step forward, no matter how small, contributes to financial security. 🏗️📈

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Memorial Health

Registered Nurse

Truveta

Clinical Informaticist - CONTRACT

Ascension

Senior Clinical Data Analyst

Amazon Web Services (AWS)

Clinical Content Manager - Amazon Care

InSync Consulting Services LLC

COVID-19 Vaccination Nurse for Kaiser Permanente

Vaccination Nurse

Amazon

Clinical Informatician

Northwestern Medicine

Architected data structures to enhance data delivery, data analytics, departmental dashboards, and C-Suite reporting analytics.

Built systems to provide key deliverables for the Oncology Care Model after diving deep into CMS needs for OCM reportables. Collaborated with other OCM health systems to gain better understanding. Collaborated with various teams within the organization in order pull information from various systems including various Epic systems, Mosaiq for Radiation Oncology, Cancer Registry, and HL-7 teams.

Created data delivery structures for key payors to achieve maximum returns on incentive payments. This involved deep understanding of the requested information, various systems teams to transfer data securely, and reporting to high level managers of estimated returns of incentives.

Analytics Architect

Built data marts and infrastructure on top of cross platform Electronic Medical Record systems to present costs pertaining to bundle payments for our Bundle Payment Care Initiative. 

Created infrastructure, ETLs, with coordinating data marts and ODS to combine payor data from three different payors for Employee Health Optimization with reports and dashboards for internal HR. 

Created reports from payor systems to help manage the Intensive Medical Home project.

Key member of the Value Based Delivery/Population Health team providing technical and clinical support, producing accurate and timely reports, and assisting in presenting the information 

Utilized excel and Tableau for data visualization reports.

Analytics Consultant

Northwestern Medical Faculty Foundation

Lead analyst for ambulatory services patient portal website for accessing healthcare records.

Collaborated with practice leaders, including doctors, patient services, scheduling and billing leaders to configure portal to best suit the needs of patients and meet Meaning Use requirements.

Implemented updates to patient access and dispatched to all ambulatory clinics at Northwestern, increasing patient engagement and enrollment by 235% in 4 months.

Aligned with other IT teams to create custom online enrollment for patients leading to over 6000 enrollments in the first month after go live.

Create ad-hoc reports using Microsoft SQL Server for quick analysis.

3rd tier support for patient portal issues.

Coached and empowered new employees to assist in issue resolution.

Application Analyst

HRS - Health Resource Solutions 

Home health nurse performing assessments of physical, emotional, and social aspects of home bound patients. 

Through these assessments and working closes with other care teams such as doctors; physical, occupational, and speech therapists; and other registered nurses I would develop plans of care with the ultimate goal of returning the patient back to good health to leave the home. 

Case manage the patient and identify discharge needs.

Registered Nurse Home

As a Clinical Data Analyst and a Health Informatics Expert, I have over five years of experience in managing, analyzing, and reporting clinical data for various health care organizations, using tools such as Google BigQuery, SAS, and SQL. I have a BSN and an active license as a Registered Nurse, a Masters in Health Informatics from University of Missouri-Columbia, and have had multiple certifications in Epic software.

Most recently, I worked as a Senior Clinical Data Analyst at Ascension Health and as a Clinical Content Manager for Amazon Care, the telehealth service of Amazon Web Services (AWS), where I was responsible for developing, maintaining, and updating clinical content and workflows for the platform. I collaborated with clinicians, engineers, product managers, and quality assurance teams to ensure the accuracy, compliance, and usability of the clinical content. I also supported the integration and testing of new features and enhancements for the platform, such as voice and video calls, chatbots, and remote monitoring devices.

I am skilled in Databases, Software Documentation, Healthcare, Business Intelligence, and Business Process Improvement. Strong interpersonal and professional skills.

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The Battle

Christopher Clepp

Daniel Navarro, RN-BSN, MSHI

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Clepp's LinkedIn Performance

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