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COMPREHENSIVE FINANCIAL PLANNING

  • Will my money last through retirement?

  • How much will I owe in taxes now that I'm retired?

  • How do we keep more money for ourselves and less for Uncle Sam?

  • Will I be able to do what I want to do in retirement and not worry?

Fee-only Financial Planning Services 
for retirees in Chicagoland and beyond

First, we listen to what makes you uniquely you.

What do you want your money to do for you? We ask questions to understand your financial history, your values, where you came from, and where you are going.

We then focus on your goals.

​We create financial planning for retirees that helps provide clarity about all major life decisions, from helping make sure you have enough for long-term retirement to that week-long vacation in Disneyland with your grandchildren.

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A typical retirement planning services scope of work may include:

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  • Tax preparation/amendments

  • Tax planning

  • Investment review

  • Portfolio analysis

  • Insurance review

  • Estate planning collaboration with your attorney

  • Goals visualization

  • Year-end tax planning

  • College planning  

  • Budgeting  

  • Tax loss harvesting

  • Analysis of concentrated positions

  • Asset location for tax efficiency

  • Social Security

  • Medicare guidance

  • Charitable giving strategies

Finally, we use your goals to develop a plan that is just right for you.

We will delve into every aspect of your financial profile to ensure you’re properly covered from all angles.

 

This will be an on-going relationship. If something comes up unexpectedly, we will be there through it all. 

Working Together

5-10 Meetings (1st Year), which we cover:

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Learn more about our Holistic process here

INVESTMENTS

INSURANCE

TAX PLANNING
 

RETIREMENT

ESTATE PLANNING

IF NEEDED:
COLLEGE PLANNING
BUDGETING & DEBT
HOME PURCHASES

Fee

As fee-only advisors, you can be assured that there are no hidden fees, ever.

 

Learn More

 

​​​​The ongoing fee begins at $400/month and is comprised of a combination of the following:

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  • Income

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  • Net Worth

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  • Tax Complexity

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To get your personalized quote, click below.

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READY TO FOCUS ON YOUR FINANCES?

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