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Why You Should Choose a Local, AbbVie-Focused Financial Planner in Chicago

As a financial planner living and working in the Chicagoland area, I can provide you with expert advice that takes into consideration the economic conditions of our city. You profit from my first-hand knowledge. I keep up with the latest developments, so you can be confident that you're getting the most accurate advice.

I'm proud to be based in one of the most vibrant cities in the country. I am dedicated to providing high-quality advice and services that reflect the needs of our communities. I understand the local financial landscape and have a shared wealth of experience helping AbbVie executives from Chicago and beyond make smart decisions with money.

Here are ten reasons why choosing a local professional can make a big difference in your retirement planning. It's a decision you'll be glad you made in years to come.

1 - I'm familiar with the local tax landscape

As a Chicago native, I understand the city and state tax laws that impact your finances. Our experts can reduce your tax bill by advising on the deductions and credits you may qualify for and helping you plan your asset allocations accordingly.

When it comes to financial planning, one size does not fit all. Before recommending solutions, I always take the time to get to know you and your specific situation.

2 - I can help you plan for retirement in a tough economy

It's no secret that Illinois is suffering from an economic crisis. That's why property, state, and city taxes are skyrocketing. I help you calculate how much you will need in retirement to maintain your current standard of living and create a plan customized to you. We can compare living costs in different states to determine if other locations might be more attractive places to live out your retirement in style.

3 - Knowledge of retirement strategies specific to Illinois

Pension and retirement plans vary widely across industries. It can be tough for individuals to select the best financial outcomes from all of the confusing options on offer to you through AbbVie's benefits package. Our team of qualified professionals has years of experience helping Illinois residents maximize their retirement benefits from state-sponsored plans. We're here to help you understand and compare the different types of pension plans available to you.

Because we specialize in Illinois-based financial planning, we know the best ways to manage the Teachers' Retirement System of the State of Illinois (TRS), along with plans that AbbVie offers. We understand how these complex systems work, so we can help you make the most of them.

4 - I know where to invest in local property, or who to ask

Our knowledge of neighborhoods allows us to advise you on the best places to buy – whether you're looking for an investment property or to downsize in retirement. And if you're looking to relocate in the future, we can assist you in planning your exit strategy – including what to do with your pension plans should you decide to move or retire to a new state.

5 - I network with other local professionals to assist you

In addition to me as your financial planner, we have a network of local professionals – real estate agents, insurance brokers, CPAs, and estate planning attorneys – that we can connect you with. This allows us to provide a comprehensive approach to your finances, and ensure all of your needs are being met.

6 - I am legally obligated to act in your best interest

As a Fee-Only financial planner, I am a fiduciary. That means I am legally obligated to always act in your best interest and will never recommend products or services that aren't useful to you.

7 - I am your local Financial Planner who knows the AbbVie system

I know the benefits package of AbbVie very well and can assist in making a retirement plan that considers your individual employment situation. For example, if you're unsure about whether you'll be able to retire at the age you want, we can create a plan for you that takes into account potential income sources from continuing to work during your retirement.

8 - A local Financial Planner is more accessible

I understand the importance of being able to consult with your planner when you need. I have a convenient office location in the Chicago suburbs and I am available by phone, text, email, and video chat. I'm not a big, faceless corporation; I'm a small-business owner who's been serving Chicago for decades. You can call, email, or meet with me in person as often as you like – I'm always happy to help!

9 - I understand living in a high-cost city, or even high-cost suburbs

Big city living comes with its own set of financial challenges. If you live in the city, Chicago is one of the most expensive cities in the country. The cost of living here is 23% higher than the national average, and housing and transportation costs are exceptionally high. We understand how tough these problems can be, which is why we provide financial advice and solutions to maximize those dollars.

10 - Local financial advisors are interested in your success

Chicago Fee-Only is committed to our city, suburbs, and its people. I'm proud to be a part of this community and dedicated to providing my clients with the highest service. I am passionate about helping AbbVie executives in achieving their retirement goals, and I'll work tirelessly to get you there.

Get the best advice for your money

When it comes to financial planners, it pays to go local. I have the experience you can trust to guide you through every step of your journey. Choose a fee-only financial planner in Chicago for our:

Commitment to your success
Customized advice
Deep knowledge of the Chicago area
Fee-only structure
Independent status

Before deciding on your financial future, you want all of the information. That's why working with a fee-only financial planner is the smart choice. Contact us today to schedule a consultation. We'll be happy to answer any questions you might have and start you on the right financial path.