Category
Financial Planners
Fee-only financial planners help families model the cost of care over 5 to 15 years, coordinate income sources, and protect assets. Look for CFP® credentials and demonstrated experience with long-term care planning.
Filter by Chicagoland region
What financial planners do
- Project the cost of assisted living, memory care, or 24/7 home care.
- Coordinate Social Security, pensions, IRAs, and long-term care insurance.
- Model asset spend-down alongside the elder law attorney.
- Set up a family payment plan for care that starts before Medicaid.
Questions to ask before you hire
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
AI-picked this week
Top financial planners to talk to first
Senior Care Advisors
Legacy Ahead Advisors
Chicagoland's free senior-care placement & advisory service.
AI pick: Not sure which specialist you need? Legacy Ahead Advisors is Chicagoland's free placement service. Start here.
Financial Planners
Retirement Portfolio Partners
Naperville fiduciary planner for the 55+ set.
AI pick: Specializes in tax-efficient retirement planning for the 55+ demographic using a transparent flat-fee fiduciary model.
Financial Planners
Stenger Family Office
Stenger Family Office is a top-rated fiduciary financial advisor offering comprehensive financial planning, investment management, tax strat
AI pick: Integrates tax and estate planning with wealth management for a seamless experience ideal for families managing legacy transfers.
Financial Planners
Retire Secure Financial Planning
Evanston fee-only retirement and investment planning.
AI pick: A female-owned, fee-only firm with 15 years of experience dedicated specifically to retirement and investment planning.
All financial planners providers
Financial Planners
Essential Financial Strategies
Chicago fiduciary fee-only CFP.
Financial Planners
Focused Up Financial
Chicago fee-only CFP focused on tax-efficient retirement.
Financial Planners
Hemsley Advisors, Ltd.
Hemsley Advisors provides portfolio management, financial planning, and consulting services, noted for its relatively low fees
Financial Planners
Inspirion Wealth Advisors, LLC
Inspirion Wealth Advisors is a financial advisory firm serving clients in the Chicagoland area, listed among the top financial advisors
Financial Planners
OTB Financial Planning
Chicago fee-only planner for retirees and medical professionals.
Financial Planners
Sunny Financial Strategies
Schaumburg CFP focused on wealth, tax, and retirement.
Financial Planners
The Mather Group, LLC
The Mather Group is a financial advisory firm headquartered in Chicago, providing financial services with substantial assets under managemen