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ServicesLISLE WEALTH MANAGEMENT

SERVICES

  • Cash Management
  • Financial Consultations
  • Wealth Management
  • Education Funding
  • Business Owner Solutions
  • Insurance Services
  • Estate Guidance
  • Asset Allocation
  • 401K Rollovers
  • Managed Portfolio
  • Tax-Free Investments
  • Annuities
  • Fixed Income Investments
  • Stock/Bond/ETF Trading
  • Self Managed Accounts

A CLIENT CENTERED APPROACH

  • Save for retirement-before and during your retirement years
  • Protect your family or business with risk management solutions
  • Save for college expenses
  • Minimize taxes through tax-advantaged investing
  • Create lifetime income strategies
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security
  • Preserve your wealth
  • Fulfill your charitable wishes

Our TeamLISLE WEALTH MANAGEMENT

Program Manager

Jeremy M. Davis, CFP®, CIMA®

Jeremy is a servant leader to his wife, two children, team members and clients.

Vice President | Regional Leader | Financial Advisor

Charles "Danny" Raube, ChFC®

Danny feels his mission is educating his clients in such a way that their financial security is paramount.

Investment Professional | Director of Communications

Danna Raube

Danna is a registered representative who understands the importance of effective communication and education.

Please reach out to the Lisle Wealth Management team at (630) 432-6002 or danna@teamfia.com for questions or to set up an appointment.

EducationLISLE WEALTH MANAGEMENT

FINANCIAL CALCULATORS

Simple, well-designed, and practical calculators that help you make a budget, predict loan payments, and more.

Check out Our Calculators

EDUCATIONAL ARTICLES

In-depth, easy-to-understand articles that help you understand complex financial concepts. 

View Educational Articles

FINANCIAL COACHES

Like a virtual financial advisor, the Coach teaches you how to understand unique financial situations.

Visit Financial Coaches

Check the background of our investment professionals on FINRA's BrokerCheck.
Located at: 1450 Maple Avenue, Lisle, IL 60532 
Phone Number: 630-432-6002

Lisle Wealth Management is a marketing name of Cetera Investment Services.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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Title Token Key Token Value
Loan to Value Ratio - 81-90% - 10 Year Rate {{LTV_8190_10year_rate}} 6.250
Loan to Value Ratio - 81-90% - 10 Year APR {{LTV_8190_10year_apr}} 6.439
Loan to Value Ratio - 81-90% - 10 Year Payment Example {{LTV_8190_10year_pmt}} 1,852.62
Loan to Value Ratio - 81-90% - 10 Year Points {{LTV_8190_10year_points}} 0
Loan to Value Ratio - 81-90% - 15 Year Rate {{LTV_8190_15year_rate}} 6.375
Loan to Value Ratio - 81-90% - 15 Year APR {{LTV_8190_15year_apr}} 6.511
Loan to Value Ratio - 81-90% - 15 Year Points {{LTV_8190_15year_points}} 0
Loan to Value Ratio - 81-90% - 15 Year Payment Example {{LTV_8190_15year_pmt}} 1,426.01
Loan to Value Ratio - 81-90% - 20 Year Rate {{LTV_8190_20year_rate}} 6.875
Loan to Value Ratio - 81-90% - 20 Year APR {{LTV_8190_20year_apr}} 6.991
Loan to Value Ratio - 81-90% - 20 Year Points {{LTV_8190_20year_points}} 0
Loan to Value Ratio - 81-90% - 20 Year Payment Example {{LTV_8190_20year_pmt}} 1,266.89
Loan to Value Ratio - 81-90% - 25 Year Rate {{LTV_8190_25year_rate}} 7.000
Loan to Value Ratio - 81-90% - 25 Year APR {{LTV_8190_25year_apr}} 7.102
Loan to Value Ratio - 81-90% - 25 Year Points {{LTV_8190_25year_points}} 0
Loan to Value Ratio - 81-90% - 25 Year Payment Example {{LTV_8190_25year_pmt}} 1,166.19
Loan to Value Ratio - 81-90% - 30 Year Rate {{LTV_8190_30year_rate}} 7.125
Loan to Value Ratio - 81-90% - 30 Year APR {{LTV_8190_30year_apr}} 7.218
Loan to Value Ratio - 81-90% - 30 Year Points {{LTV_8190_30year_points}} 0
Loan to Value Ratio - 81-90% - 30 Year Payment Example {{LTV_8190_30year_pmt}} 1,111.64
Loan to Value Ratio - 71-80% - 10 Year Rate {{LTV_7180_10year_rate}} 6.125
Loan to Value Ratio - 71-80% - 10 Year APR {{LTV_7180_10year_apr}} 6.400
Loan to Value Ratio - 71-80% - 10 Year Points {{LTV_7180_10year_points}} 0
Loan to Value Ratio - 71-80% - 10 Year Payment Example {{LTV_7180_10year_pmt}} 1,842.21
Loan to Value Ratio - 71-80% - 15 Year Rate {{LTV_7180_15year_rate}} 6.250
Loan to Value Ratio - 71-80% - 15 Year APR {{LTV_7180_15year_apr}} 6.447
Loan to Value Ratio - 71-80% - 15 Year Points {{LTV_7180_15year_points}} 0
Loan to Value Ratio - 71-80% - 15 Year Payment Example {{LTV_7180_15year_pmt}} 1,414.75
Loan to Value Ratio - 71-80% - 20 Year Rate {{LTV_7180_20year_rate}} 6.750
Loan to Value Ratio - 71-80% - 20 Year APR {{LTV_7180_20year_apr}} 6.916
Loan to Value Ratio - 71-80% - 20 Year Points {{LTV_7180_20year_points}} 0
Loan to Value Ratio - 71-80% - 20 Year Payment Example {{LTV_7180_20year_pmt}} 1,254.60
Loan to Value Ratio - 71-80% - 25 Year Rate {{LTV_7180_25year_rate}} 6.875
Loan to Value Ratio - 71-80% - 25 Year APR {{LTV_7180_25year_apr}} 7.019
Loan to Value Ratio - 71-80% - 25 Year Points {{LTV_7180_25year_points}} 0
Loan to Value Ratio - 71-80% - 25 Year Payment Example {{LTV_7180_25year_pmt}} 1,153.06
Loan to Value Ratio - 71-80% - 30 Year Rate {{LTV_7180_30year_rate}} 7.000
Loan to Value Ratio - 71-80% - 30 Year APR {{LTV_7180_30year_apr}} 7.131
Loan to Value Ratio - 71-80% - 30 Year Points {{LTV_7180_30year_points}} 0
Loan to Value Ratio - 71-80% - 30 Year Payment Example {{LTV_7180_30year_pmt}} 1,097.75
Loan to Value Ratio - 61-70% - 10 Year Rate {{LTV_6170_10year_rate}} 6.000
Loan to Value Ratio - 61-70% - 10 Year APR {{LTV_6170_10year_apr}} 6.272
Loan to Value Ratio - 61-70% - 10 Year Points {{LTV_6170_10year_points}} 0
Loan to Value Ratio - 61-70% - 10 Year Payment Value {{LTV_6170_10year_pmt}} 1,831.84
Loan to Value Ratio - 61-70% - 15 Year Rate {{LTV_6170_15year_rate}} 6.125
Loan to Value Ratio - 61-70% - 15 Year APR {{LTV_6170_15year_apr}} 6.320
Loan to Value Ratio - 61-70% - 15 Year Points {{LTV_6170_15year_points}} 0
Loan to Value Ratio - 61-70% - 15 Year Payment Example {{LTV_6170_15year_pmt}} 1,403.53
Loan to Value Ratio - 61-70% - 20 Year Rate {{LTV_6170_20year_rate}} 6.625
Loan to Value Ratio - 61-70% - 20 Year APR {{LTV_6170_20year_apr}} 6.789
Loan to Value Ratio - 61-70% - 20 Year Points {{LTV_6170_20year_points}} 0
Loan to Value Ratio - 61-70% - 20 Year Payment Example {{LTV_6170_20year_pmt}} 1,242.37
Loan to Value Ratio - 61-70% - 25 Year Rate {{LTV_6170_25year_rate}} 6.750
Loan to Value Ratio - 61-70% - 25 Year APR {{LTV_6170_25year_apr}} 6.892
Loan to Value Ratio - 61-70% - 25 Year Points {{LTV_6170_25year_points}} 0
Loan to Value Ratio - 61-70% - 25 Year Payment Example {{LTV_6170_25year_pmt}} 1,140.00
Loan to Value Ratio - 61-70% - 30 Year Rate {{LTV_6170_30year_rate}} 6.875
Loan to Value Ratio - 61-70% - 30 Year APR {{LTV_6170_30year_apr}} 7.003
Loan to Value Ratio - 61-70% - 30 Year Points {{LTV_6170_30year_points}} 0
Loan to Value Ratio - 61-70% - 30 Year Payment Example {{LTV_6170_30year_pmt}} 1,083.93
Loan to Value Ratio - 60% and Below - 10 Year Rate {{LTV_60_10year_rate}} 5.875
Loan to Value Ratio - 60% and Below - 10 Year APR {{LTV_60_10year_apr}} 6.144
Loan to Value Ratio - 60% and Below - 10 Year Points {{LTV_60_10year_points}} 0
Loan to Value Ratio - 60% and Below - 10 Year Payment Example {{LTV_60_10year_pmt}} 1,821.50
Loan to Value Ratio - 60% and Below - 15 Year Rate {{LTV_60_15year_rate}} 6.000
Loan to Value Ratio - 60% and Below - 15 Year APR {{LTV_60_15year_apr}} 6.192
Loan to Value Ratio - 60% and Below - 15 Year Points {{LTV_60_15year_points}} 0
Loan to Value Ratio - 60% and Below - 15 Year Payment Example {{LTV_60_15year_pmt}} 1,392.36
Loan to Value Ratio - 60% and Below - 20 Year Rate {{LTV_60_20year_rate}} 6.500
Loan to Value Ratio - 60% and Below - 20 Year APR {{LTV_60_20year_apr}} 6.661
Loan to Value Ratio - 60% and Below - 20 Year Points {{LTV_60_20year_points}} 0
Loan to Value Ratio - 60% and Below - 20 Year Payment Example {{LTV_60_20year_pmt}} 1,230.20
Loan to Value Ratio - 60% and Below - 25 Year Rate {{LTV_60_25year_rate}} 6.625
Loan to Value Ratio - 60% and Below - 25 Year APR {{LTV_60_25year_apr}} 6.765
Loan to Value Ratio - 60% and Below - 25 Year Points {{LTV_60_25year_points}} 0
Loan to Value Ratio - 60% and Below - 25 Year Payment Example {{LTV_60_25year_pmt}} 1,127.01
Loan to Value Ratio - 60% and Below - 30 Year Rate {{LTV_60_30year_rate}} 6.750
Loan to Value Ratio - 60% and Below - 30 Year APR {{LTV_60_30year_apr}} 6.877
Loan to Value Ratio - 60% and Below - 30 Year Points {{LTV_60_30year_points}} 0
Loan to Value Ratio - 60% and Below - 30 Year Payment Example {{LTV_60_30year_pmt}} 1,070.19
Refinance APR Fees {{Refinance_APR_Fees}} 1,134.25
Purchase APR Fees {{Purchase_APR_Fees}} 2,102.00
First Time Home Buyer APR Fees {{FTHB_APR_Fees}} 1,452
First Time Home Owner Refinance APR Fees {{FTHO_Fefi_APR_Fees}} 539.25
Odd Day Interest {{Odd_Day_Interest}} 1,595.00
Purchase Rate Adjustor {{Purchase_Rate_Adjustor}} 0
First Time Home Buyer Rate Adjustor {{FTHB_Rate_Adjustor}} 0
Refinance Rate Adjustor {{Refi_Rate_Adjustor}} .125
Interest Checking - Rate {{checking_interest_rate}} 0.05
Interest Checking - APY {{checking_interest_apy}} 0.05
Gold 50 Checking - Rate {{checking_gold50_rate}} 0.10
Gold 50 Checking - APY {{checking_gold50_apy}} 0.10
Premium Checking - Rate {{checking_premium_rate}} 0.15
Premium Checking - APY {{checking_premium_apy}} 0.15
Home Business Checking - Rate {{checking_home_business_rate}} 0.05
Home Business Checking - APY {{checking_home_business_apy}} 0.05
E - Savings - $0.01 to $49,999 - Rate {{savings_esavings_49999_rate}} 1.00
E Savings - $0.01 to $49,999 - APY {{savings_esavings_49999_apy}} 1.00
E Savings - $50,000 and Over - Rate {{savings_esavings_50000_rate}} 1.25
E Savings - $50,000 and Over - APY {{savings_esavings_50000_apy}} 1.25
Statement Savings - Rate {{savings_statement_rate}} 0.70
Statement Savings - APY {{savings_statement_apy}} 0.70
Small Savers - Rate {{savers_small_rate}} 0.70
Small Savers - APY {{savers_small_apy}} 0.70
IRA Statement Savings - Rate {{savings_ira_statement_rate}} 0.70
IRA Statement Savings - APY {{savings_ira_statement_apy}} 0.70
Insured Money Market $0.01 to $49,999 - Rate {{moneymarket_49999_rate}} 0.60
Insured Money Market $0.01 to $49,999 - APY {{moneymarket_49999_apy}} 0.60
Insured Money Market $50,000 - $99,999 - Rate {{moneymarket_99999_rate}} 0.70
Insured Money Market $50,000 - $99,999 - APY {{moneymarket_99999_apy}} 0.70
Insured Money Market $100,000 - $199,999 - Rate {{moneymarket_199999_rate}} 1.00
Insured Money Market $100,000 - $199,999 - APY {{moneymarket_199999_apy}} 1.00
Insured Money Market $200,000 and Over - Rate {{moneymarket_200000_rate}} 1.25
Insured Money Market $200,000 and Over - APY {{moneymarket_200000_apy}} 1.25
6 Month CD - Rate {{cd_6mo_rate}} 0.45
6 Month CD - APY {{cd_6mo_apy}} 0.45
9 Month CD - Rate {{cd_9mo_rate}} 0.50
9 Month CD - APY {{cd_9mo_apy}} 0.50
12 Month CD - Rate {{cd_12mo_rate}} 0.55
12 Month CD - APY {{cd_12mo_apy}} 0.55
18 Month CD - Rate {{cd_18mo_rate}} 0.60
18 Month CD - APY {{cd_18mo_apy}} 0.60
24 Month CD - Rate {{cd_24mo_rate}} 0.65
24 Month CD - APY {{cd_24mo_apy}} 0.65
30 Month CD - Rate {{cd_30mo_rate}} 0.70
30 Month CD - APY {{cd_30mo_apy}} 0.70
42 Month CD - Rate {{cd_42mo_rate}} 0.75
42 Month CD - APY {{cd_42mo_apy}} 0.75
180 Days Jumbo CD - Rate {{cd_jumbo_180days_rate}} 0.50
180 Days Jumbo CD - APY {{cd_jumbo_180days_apy}} 0.50
365 Days Jumbo CD - Rate {{cd_jumbo_365days_rate}} 0.60
365 Days Jumbo CD - APY {{cd_jumbo_365days_apy}} 0.60
9 Month CD Special - Rate {{cd_9mo_special_rate}} .50
9 Month CD Special - APY {{cd_9mo_special_apy}} .50
13 Month CD Special - Rate {{cd_23mo_special_rate}} 4.88
13 Month CD Special - APY {{cd_23mo_special_apy}} 5.00
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