From Other Financial Advisors in Chicago and Downers Grove
Our Business Model
- We are an independent, fee-only, fiduciary financial planning firm.
- We are not affiliated with any other company, have no sales quotas, do not sell any products and accept no commissions.
- Our business model is designed to avoid any conflict of interest between the advice we provide you and your goals regardless of your net worth.
- Our mission is to reduce the uncertainty of your financial future and to increase the probability of you achieving your goals.
- We educate you on how to make smarter financial planning and investment decisions.
- We focus on value for service, and demonstrate that the value of our service clearly exceeds the cost of our fees.
Personalized Financial Planning Service
- We do not force you into a “one-size-fits-all” business relationship.
- You tell us how we can best serve you, and we tailor our services to focus solely on those areas where you need help.
- Our financial plans are easy to comprehend and implement because they are written and reviewed by CFPs; while other firms use a computer generated template.
Experienced Investment Advice
- We design customized portfolios that revolve around your risk tolerance, and are specifically designed to help you achieve your unique goals.
- We bring an institutionally-oriented investment focus to your individual situation.
- Our unique institutional asset management experience includes managing billions of dollars in mutual funds, high net worth individual accounts and institutional funds at Northern Trust Company.
Our Team-Oriented Approach
- Using a team approach, you receive the benefit of multiple professionals and multiple perspectives focused on helping you achieve your financial goals.
- Each team member has areas of expertise and education that adds insight to your situation.