Affiliate Organizations

Ray Graham Association

Ray Graham Association for People with Disabilities is an innovative, person-driven organization that supports and works with people with disabilities, their families and the community to improve their quality of life.

Fourth Street Performance Partners

Fourth Street Performance Partners (“Fourth Street”) serves as the investment consultant to Life’s Plan, Inc.  Fourth Street is an SEC registered, independent investment consulting firm serving institutional investors.  Fourth Street has advised many not-for-profit clients for the past 30 years and consults to over $5 billion in investable assets.  Fourth Street has full access to the resources of Callan Associates, the largest private consulting firm in the U.S.   Fourth Street provides Life’s Plan the investment allocation, selects investment managers and monitors investment performance.

Wilson & Wilson Estate Planning & Elder Law LLC

Bill Wilson is Legal Counsel for Life’sPlan, Inc. He has practiced over 25 years, concentrating in the areas of Elder Law, Estate and Medicaid Planning, Estate Planning for Families with Persons with Disabilities,
Probate and advising not-for-profit corporations. He is a member of the National Academy of Elder Law Attorneys and of the Chicago Bar Association Committees on Trust Law, Asset Protection and Elder Law.
He is the past president of Helping Hand Center, an agency for individuals with developmental disabilities and also a charter member of the Academy of Special Needs Planners. Bill is a member of the Board of Trustees of Aging Care Connections in LaGrange, Illinois.

First Bankers Trust Services, Inc.

First Bankers Trust Services, Inc., was established a half century ago to address the growing need for trust and custodial services.  As the needs of our clients evolve, we continue to expand our services, now offering employee benefit, personal trust, farm management, and custody services.  In addition, our Employee Stock Ownership Plan (ESOP) and 401(k) trust practices are nationally recognized for superior service.  Today we provide fiduciary services to clients totaling over $10 billion.

By fostering open communication with clients, First Bankers consistently ranks among the very best in our industry in customer satisfaction. We’re proud to be a preferred partner to our suppliers, a valued corporate citizen in the communities we serve, and a well-respected organization that consistently receives strong ratings from regulators.  Our overarching goal is to serve the best interest of our clients.

At First Bankers, values come F.I.R.S.T. – Flexibility, Integrity, Respect, Success, and Teamwork.

FBTMD-16-19 Flyer - Corporate Overview - [DOWNLOAD]

FBTMD-16-24 Flyer - Corporate Trustee - [DOWNLOAD]

Tax Accountants Porte Brown

For nearly 10 years, Porte Brown LLC has proudly served Life’s Plan Inc. and its beneficiaries by providing first-rate accounting and tax services. Porte Brown is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For more than 70 years, Porte Brown has focused on offering the highest level of service to individuals, businesses and organizations throughout the region. In addition to the traditional accounting services, such as tax planning and preparation, audit, business valuations, and retirement plan administration, Porte Brown also provides strategic consulting and leading-edge technology implementation for clients.