Chicago Financial Advisor

A Chicago financial advisor is an expert guide for consumers who are looking for help with their personal or business finances. Whether you need short or long range advice, or maybe even a little bit of both, you can get with an advisor to discuss any financial situation and come up with ways to address the challenges we all face as Chicago residents. Life in the Windy City is often both thrilling and terrifying all at once. Your Chicago financial advisor understands this and can help you come up with ways to make your life more predictable economically and easier to manage.

You can work with a financial advisor on your small business, from insurance needs to questions about capital for expansion or freeing up cash for other needs. You can get help with your efforts to sock away some money for that day when you send your kid off to college. And working with a Chicago financial advisor can even help you prepare to quit working some day, and still take care of yourself.

Review Commercial Insurance Policies

If you are a small business owner in Chicago, chances are you have to fight and claw each and every day just to survive in an increasingly competitive environment. Trying to find extra money for things like employee health insurance can be a colossal challenge. But at the same time, Chicago business owners understand that things like insurance benefits are exactly what top employees are looking for. If you can find a way to provide it with the help of a Chicago financial advisor, you stand a much better chance of retaining top help. Budgeting for group health insurance takes discipline and a fair bit of skill, especially for a small business. Work with a financial advisor and see if you can do it for your workers.

While you're thinking about present business expenses, more than likely you've also got concepts like legacy and transition in the back of your mind. You want to be sure that business you built from scratch survives even if you don't. Get an keyman life insurance review with a financial advisor and find out more about this unique coverage option. Your business is the beneficiary. It allows a transitional time to pass if you or some other key employee passes, giving the company time to adjust and move forward.

Freeing up Cash for College

Your relationship with a Chicago financial advisor does not have to merely involve business dealings. You can also use this relationship to get ideas on any area of personal finance, such as Illinois college planning. Save for your child's education, and get started as early as possible. The ideal is when you get an account set up as soon as you enter into parenthood. Talk to your Chicago financial advisor and get the scoop on all the different ways you could invest college savings.

Working toward this sort of goal as a family is certainly a challenge. Many things could hold you back from reaching your goal, from job loss to unexpected financial trauma caused by medical emergencies or other situations draining your monetary resources. Of course none of us hopes this sort of thing ever happens to us. But if you think ahead, you may b able to withstand this sort of emergency with much less damage. Work with your Chicago financial advisor in creating an emergency fund to set extra money aside while you have it so that it's there when something comes up. The idea is to put it somewhere accessible, but not too accessible so you won't be tempted to spend it unless you need it.

Planning for Retirement in Chicago

This same sort of discipline is required for you to build up an appreciable retirement fund. You can work with a financial advisor to put together a portfolio that suits you as a Chicago consumer. Your Chicago financial advisor will go over all your options, from the requisite IRA and 401k choices to alternatives like a Roth IRA or other options. You have the final say in any investment you make, but it's always good to make these choices with your eyes wide open. Work with an expert and get the whole picture so that you can make the best possible use of your money.

Your Chicago advisor is there for you, to do what you need done and to give advice as needed. The relationship dynamic between the two of you is not complicated: you are in control, and you are leaning on their expertise to further your agenda. Whether you're starting a business, buying a home, or getting set to retire, the expert counsel of a professional Chicago financial advisor can only help steer you in the right direction towards your goals.

Find a Financial Advisor

Find an Advisor

Financial Advice

We can help you find a financial advisor

Our specialists will conduct a custom search to find local planners and advisors who meet your specific requirements.

"I was unsure of how exactly to start meeting my goals for retirement, so I used this site to find an expert financial advisor. It took no time at all for me to get in touch with someone who could help me out. Thanks!"

Kevin A, Jacksonville FL

Financial Advisors In Chicago

James Gazis
James Gazis
120 S. LaSalle St. Suite 1940
Chicago, IL 60603

Jack Nicholson, CFP
Jack Nicholson, CFP
115 South LaSalle Street
27th Floor
Chicago, IL 60603

Howard Goodfriend
Howard Goodfriend
53 W. Jackson Boulevard
Suite 319
Chicago, IL 60604

Michael Porrey, Jr. CRFA, MBA
Michael Porrey, Jr. CRFA, MBA
123 N Wacker Drive
Suite 2300
Chicago, IL 60606

John Wimbiscus
John Wimbiscus
541 N. Fairbanks Court, Suite 1060
Suite 1060
Chicago, IL 60611

Christopher Stein
Christopher Stein
4711 Golf Road
Suite 705
Skokie, IL 60076

Ryan Williamson
Ryan Williamson
22 Calendar Court
Second Floor
La Grange, IL 60525

Matthew  Personette
Matthew Personette
3021 Butterfield Road Suite 202
Hinsdale, IL 60523

Daniel  Lockwood
Daniel Lockwood
1111 W 22nd St
Suite 100
Oak Brook, IL 60523

Mark Kollar, RFC, CEPP, CSA
Mark Kollar, RFC, CEPP, CSA
5 Revere Drive
Suite 200
Northbrook, IL 60062

Steve Czech
Steve Czech
237 Skokie Boulevard
Northbrook, IL 60062

Donald Duncan CPA CFA CFP
Donald Duncan CPA CFA CFP
5151 Mochel Drive
Suite 301
Downers Grove, IL 60515

Erik Johnson
Erik Johnson
15625 South LaGrange Road
Orland Park, IL 60462

Lisa D. Cameron
Lisa D. Cameron
1135 W. 175th Street
Homewood, IL 60430

Matthew Arndt, CFA, CPA, CFP
Matthew Arndt, CFA, CPA, CFP
3333 Warrenville Road
Suite 200
Lisle, IL 60532

Timothy Creath, CLU, ChFC
Timothy Creath, CLU, ChFC
903 Sienna Drive
Schaumburg, IL 60193

James Budzyn, CLU, ChFC
James Budzyn, CLU, ChFC
1939 Henley St
Glenview, IL 60440

Dan Savas, CFP
Dan Savas, CFP
33 W. Higgins Rd.
Suite 2050
South Barrington, IL 60010

Bert Miller
Bert Miller
1351 Silhavy Road
Suite 300
Valparaiso, IN 46383

Wesley Kotys
Wesley Kotys
175 Lincolnway, Suite D
Valparaiso, IN 46383