Financial Advisors in Schaumburg, Illinois (Cook County)

Elizabeth Buffardi, CFP, CPA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);At Crescendo Financial Planners, Inc., we are comprehensive planners, which means we look at all the parts of your financial life, such as investments, budgets and savings, insurance, estate plans, retirement goals, etc. We take a big picture view of your financial life, while still paying attention to all the details.Crescendo is also a fee-only firm. This means that the fee you pay is the only way we are compensated. We do not take or receive any commissions. The advice we give you is based on what you need, and not on what we receive. We act as your financial translator when there are things that don’t make sense. We work as your financial Maestro to make sure all the parts of your financial life are working together. We want you to achieve your goals. We are here to help you reach them.Visit our website at www.crescendofinancialplanners.com @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Sophie Kaluziak, CFP, CPA
Vista Financial Planning provides comprehensive financial planning to individuals and couples. Vista's clients range from those just starting their careers to retirees.
Vista integrates into the planning process the six areas that are crucial for achieving personal financial success, i.e. budgeting/cash flow, investment management, retirement planning, tax management (planning and preparation), estate planning, and risk management (insurance).
Vista believes financial planning is a process and works with clients on an ongoing basis to help them achieve their goals.
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Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team of professionals. In addition to being Certified Financial Planners, all are either Certified Public Accountants or have advanced education degrees.
We work closely with our clients to understand their long-term goals which may include building their wealth, creating a retirement income strategy, or navigating a life transition.
We manage our clients' portfolios by designing globally diverse portfolios with a strong sensitivity to minimizing taxes and costs whenever possible.
Currently we have over 200 wealth client relationships, manage over 500 investment portfolios and prepare over 400 tax returns each year.
We believe that building trust and continuity is important in our financial planning relationships which is why we do not provide financial planning services on an hourly basis. Our asset management minimum is $1 million and our annual asset management fee starts at 1% on the first $2 million and decreases as assets increase.... See More

Jennifer Sanchez, BS, CFP, CPA
Integral Financial Planning LLC is a fee-only comprehensive financial planning firm, and our mission is to assist our clients in making their financial goals a reality. The name “Integral“ was chosen to reflect our financial planning philosophy. Integral is defined as all-encompassing, comprehensive and inclusive. The Integral Approach incorporates many different perspectives, styles and methodologies into a holistic plan. We review our clients’ entire financial situation, apply our extensive experience, and then construct a personalized plan. Our customized strategies include the areas of cash management, investments, retirement analysis, college planning, risk management, estate planning and other financial topics identified through the comprehensive review process.... See More

Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry. Some of our clients have a clear vision for their future; others need help shaping one. With our wealth management process, Sebold Capital will help sharpen your focus, create tangible steps for moving forward, support you over the long term, give you the flexibility to recalibrate your course as life often requires, and help successful small and mid-size business owners transform their finances to make work optional.
Please visit us at seboldcapital.com.... See More

Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our diverse client base includes individuals, families, professionals and retirees.We have unparalleled experience, credentials and understanding of global markets and the ability to structure portfolios that best support our clients unique objectives.We appreciate the need for, and highly value, proactive communication with clients, especially when market conditions become unstable.It is key that we meet/speak with our clients several times per year to discuss markets as well as understand changes in personal circumstances that may impact how assets are best managed.Our low-cost approach to planning is amongst the most competitive in the industry. Never will a client incur a sales load or other type of charge. We adhere to a fixed percentage of assets under management fee schedule. No hidden fees, simple to understand.We provide clients with access to no-load mutual funds offered by Dimensional Fund Advisors, a top-tier manager. These highly-rated funds are not available to the general investing public.Clients are relieved of the responsibilities associated with managing portfolios, and instead, are free to focus on other important aspects of their lives, such as families and other personal pursuits.Founded in 2001 by a seasoned investment professional with over 25 years of private and institutional portfolio management experience. Our clients work with an actual portfolio manager, not a salesperson or broker.Please... See More

Jeffrey Dvorak, CFP
4D is an independent financial advisory and asset management firm at the leading edge of new thinking and innovative practice on personal financial planning. We are committed to creating customized financial solutions to meet our clients’ needs. Our goal is to become your trusted partner. We want you to feel better about life in general because you have set a course to achieve your financial goals. That, to us, is the core of personal financial success.... See More

Michael Knight, CFP
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get started (at any age) by constructing a low cost and diversified investment portfolio.... See More

Danielle Schultz, CDFA, CFP
Haven Financial Solutions is a fee-only financial planning firm. That means our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling you any financial products. You can trust us to offer you professional financial advice tailored to your own unique needs and goals. We can work with you on a comprehensive investment portfolio design and management, or on an hourly, as-needed basis,
Contact us today for more information on our services and to schedule an initial consultation..




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Thomas Zimmerman, CFP
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any payments from anyone other than our clients. ZWM provides objective advice, and we have achieved competitive returns, while usually providing lower-than-market volatility. Another one of our primary goals is to deliver the best in personalized service. Prior to opening ZWM, Tom Zimmerman advised the same clients while a partner at another firm. Most of Tom's clients have been with him for over 10 years, and many for over 20 years. Please visit our website, www.ZimmermanWealth.com for more information. Feel free to contact us to learn more about our firm, and to obtain references. We look forward to the opportunity to learn about your situation, and to see if ZWM would be a good fit for you.... See More

Laurence Kuhl, BBA, CPA/PFS, MBA
Comprehensive Fee Only Financial Planning. Fees may be paid by quartely retainer, fixed amounts for specific projects, or hourly.Offer the experienced services of a CPA since 1972, a Personal Financial Specialist (PFS) since 1996, and a NAPFA Registered Financial Advisor since 1997. A PFS is financial planner who is first a CPA.Only about 1% of CPAs are also Personal Financial Specialists (PFS).Tax Returns and Tax Planning.Retirement Planning and Distribution Planning.Investment Planning.Estate Planning.College Funding Planning.Insurance Planning.... See More

I have helped thousands of people successfully complete the rigorous CERTIFIED FINANCIAL PLANNER (tm) examination.

I offer private exam tutoring services by phone and in person. Patiently, I will help you simplify complex concepts and improve both your technical knowledge and test taking ability.... See More

The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build a legacy for a lifetime. Lake County Financial Planning is driven to provide tailored solutions that enhance the lives of its clients.

Our mission embodies what we seek to accomplish in our day-to-day activities: “Planning Is a Way of Life.”... See More

Robert Finley, CFA, CFP
Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country.
You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs-not prepackaged, inflexible, one-size-fits-all options.
As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level.
To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.... See More

Charles Perkins, CDFA, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Kingsley Perkins and Company, LLC, was created using the concept of Fee-Only financial planning. A Fee-Only planner does not receive any fees or commissions from any bank, brokerage house, or insurance company. This means that the planner’s interests are aligned with those of the client. A Fee-Only relationship puts the planner and the client on the same side of the table. This relationship allows the planner to coordinate investment and financial planning activities for the client that are consistent with the client’s unique needs and circumstances 30 N. Michigan Ave, Suite 1015 Chicago, IL 60602 Phone Fax ... See More