Financial Advisors in Illinois

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

Carin Roman, CFP
CCP, Inc. is a Fee-Only firm offering financial planning and portfolio management services to individuals and families since 1985. We address the areas of investments, insurance, retirement planning, tax planning, college education funding and estate planning tailored to the individual client's needs and lifestyle. With a focus on diversification, discipline and resource maximization, CCP, Inc. partners with our clients to help them achieve their financial and life goals.... 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

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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