Financial Planning In Chicago
The Leading Fee-Based Financial Planners
Unparalleled Financial Planning In Chicago
The fee-only financial advisors at Costello Financial Planning in Chicago guide you towards the best investments without compromising business — we never take any percentages or kickbacks, and we work strictly in your best interests.
For a financial team you can trust, partner with Costello Financial Planning today.
Experience Fiduciary Guidance With Our Leading Services:
Asset Management
Comprehensive Financial Planning
Tax Savvy Financial Planning
Estate Planning
Why move towards fee-only financial planning services in Chicago?
- Downtown Chicago continues to thrive
- Chicago continues to grow in population, but with limited space
- There is a great opportunity for entrepreneurship in Chicago
- Chicago ranks number 15 on the list of most expensive cities
Chicago is one of the most bustling, non-coastal cityscapes with a culture that favors deep dish pizza and rivals over which baseball team is the best — are you a Cubs or White Sox fan?!
Chicago has all of the amenities that draw people to a big city. There are no shortages of shopping or culinary options, the city is relatively easy to navigate, and Chicago has a vast amount of beautiful city parks.
Because Chicago remains a thriving commercial corridor, now is a great time to begin planning or re-evaluating your financial goals, whether that be investing in Chicago properties, making a solid retirement plan, or starting a new business.
Costello Financial Planning in Chicago can help get you there!
Client-Focused Financial Planning In Chicago
At one point or another, you face a crossroads in how you’re going to invest your money, yet the financial planning sector can often seem elusive and complex, making navigating it extremely difficult. Who can you trust? Is this really the best option for your investments?
At Costello Financial Planning in Chicago, we’re a fee-only based financial firm — we are paid by you and only by you. The difference is that we don’t steer you towards investments that pay us a percentage, provide financial compensation, or kickbacks to us. We invest with your best interests in mind — always.
Hire the leading Chicago fee-only financial planners at Costello Financial Planning today.
Asset Management Chicago
The greatest impact on your finances is how you can best manage your money. The financial experts at Costello Financial Planning in Chicago are experienced in asset management to leverage your return on investment and help you reach your financial goals.
Our approach is rooted in fiduciary guidance that takes a unique approach for a better investment experience. Together, we navigate your beliefs and behaviors around money to better manage the risks, while still making you successful in your investments.
Comprehensive Financial Planning Chicago
Everyone is different, and every money story is unique. The financial team at Costello Financial Planning in Chicago explores this story to provide the best value and impact on your assets. Our tailored fee-only financial services help you personalize your financial goals, take action when needed, and commit to a financial plan to improve your financial outcomes.
Costello Financial Planning leverages our investment evaluation and scenario planning and tax optimization as just a few methods in our customized financial planning options.
Tax Savvy Financial Planning Chicago
Reviewing your taxes may be the biggest opportunity to heighten and improve your assets. It’s vital to allocate money to all the right places whether it’s going to donations, gifting money, or figuring out your taxes in retirement.
Get efficient and practical tax strategies for all of your needs including asset location planning, asset allocation, tax preparation, philanthropic tax planning, and income tax mitigation and structure.
Estate Planning Chicago
Take care of those you love and streamline future financial endeavors with a solid estate plan in place. Not only can we help you compile power of attorney, asset protection, guardianship of your children, but also tax planning and gifting money.
When you collaborate with Costello Financial Planning in Chicago, our estate planning services include a collection of tax investment and distribution planning, charitable giving, and other financial preparations.