Financial Planning in Chicago, IL

Personalized Financial Planning in Chicago, IL

Planning your financial future can feel like a daunting task. Between evaluating your options and building a strategy that aligns with your goals, it’s easy to feel overwhelmed.

Unfortunately, many financial planners in Chicago rely on generic, one-size-fits-all approaches. They create portfolios based on their preferences, often overlooking their clients' unique circumstances.

At Falcon Wealth, we offer a better way. Our financial planning services in Chicago are tailored to your specific needs. Whether it’s reducing taxes, planning for retirement, or managing your cash flow, we develop customized strategies designed to give you clarity and confidence in your financial decisions. Unlike traditional firms, we don’t use pre-made solutions or charge additional fees for personalized attention.

Our comprehensive financial planning services in Chicago include:

  • Business or self-employment planning

  • College planning

  • Real estate planning

  • Insurance planning

  • Tax planning

  • Pension analysis

  • Cash flow management

As a fee-only financial advisory firm, we prioritize your best interests above all else. That means no commissions, hidden fees, and no pressure to invest in products that don’t align with your goals. Our focus is guiding, educating, and protecting you as you navigate your financial future.

Take the first step toward financial clarity by visiting our Chicago office:

1 Trans Am Plaza Dr., Ste 200
Oakbrook Terrace, IL 60181

Discover how Falcon Wealth can simplify financial planning in Chicago with personalized strategies tailored to you and your goals.

Financial Planning Knowledge Center

Mid-West Offices

By Appointment Only

Wisconsin