Sebold Capital Management / Financial Advisor in Naperville, Illinois

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family businesses. Sebold Capital Management works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, fringe benefits, and/or other issues specific to the client.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Business Exit Strategies Business Owners Business Planning Business Succession Planning Cash Management & Budgeting Certified Financial Planner CFA CFP ® CFP® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Education Planning Estate Planning ETFs Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Life Planning Financial Planning Financial Planning Advice And Services High Net Worth Planning Independent Investment Advisor Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Services Investments IRA Legacy Planning Member Of NAPFA Middle Income Mutual Funds NAPFA Member Pension Plan Design & Management Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Registered NAPFA Advisor Retirement Income Planning Retirement Planning Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stock Analysis Stock Options Stocks Sustainability Tax Planning Team Approach Wealth Management