We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income-
generating investments and strategies can be used to help those in and nearing retirement to 
conservatively achieve their long-term financial goals and avoid common retirement planning 
mistakes. Protecting your principal from market losses and generating income and dividends will grow your 
money organically, or as we like to say "the old fashioned way." We rely on real world proven 
strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make 
informed, educated decisions that will best suit your current needs and enable you to achieve 
your long term goals. We believe piece of mind comes from understanding your options and from 
working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax 
Preparation and Investment Management.

I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell.  I don't charge for my time, or any of the reports that I do for you.  Your agenda is my agenda.  I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.

Creekmur Wealth has been working with their clients since 1995 to help them clearly define the goals and dreams that they have, then designing a plan to help them live those goals and dream out.  We are a full service, comprehensive financial planning firm that will look at all areas of your financial life (retirement income, taxes, investments, insurance, and estate planning) to make sure that they are working as efficiently as possible. Walking side by side with our clients through the highs and lows of life, market cycles, and everything in between is what we are passionate about. We look forward to working with you!

Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) 
that specializes in creating a one-stop wealth management experience. 
With 23 investment professionals managing over $1.9 billion for 650+ clients, our team 
specializes in optimizing each dimension of our distinguished clients' wealth. Our clients 
include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. 
 Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization 
Process, which includes:
 - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship 
Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified 
individuals, each focused on optimizing a specific dimension of the client's wealth. Each 
client's plan is customized to meet their unique goals & objectives, and their team of 
fiduciaries is always working to reach their goals and objectives.

At Clark Wealth Partners our focus is on helping our clients create balance - enjoy life now while preparing for a meaningful future.  We are your financial advocate.  We quarterback your larger financial picture to maximize efficiency and financial freedom.  Step outside the box of traditional wealth management and start living today.

As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course as your financial advisors. And while we can never predict all of the bumps and diversions, we can better prepare for them.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

A Different Kind of Financial Partner
What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share. What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates. Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us. That's The Baird Way.

The AdvisoryOne Group is an experienced financial services firm focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an 
unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our 
clients, so our trusted Advisors choose the products and programs that will best suit the client 
and not the Advisors. If you are looking for seasoned professionals in Retirement Plan 
Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are 
confident that you will find the answers you have been seeking at our client-focused firm. As 
Fiduciaries, we are required to act in the best interest of our clients.

Find the best financial advisor in Illinois. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Illinois

List of Qualified
Financial Planners in Illinois

Christopher Barberini

Lakeshore Capital Group

Michael Stewart

Crystal Lake Tax & Financial Inc

Timothy Creath

Creath Financial Services

Mark S. La Spisa

Vermillion Financial Advisors

Creekmur Wealth Advisors

Creekmur Wealth Advisors

Jim Hagedorn

Chicago Partners

Mike Clark

Clark Wealth Partners, LLC

Anchor Wealth Management

Anchor Wealth Managment

Allworth Financial

Allworth Financial

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Illinois

List of Qualified Financial Planners in Illinois

Lakeshore Capital Group

Crystal Lake Tax & Financial Inc

Creath Financial Services

Vermillion Financial Advisors

Creekmur Wealth Advisors

Chicago Partners

Clark Wealth Partners, LLC

Anchor Wealth Managment

Allworth Financial

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Illinois

FIND A
FINANCIAL
PLANNER