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
Loop Retirement Advisors
Fee-only CFP retirement & long-term care planning
AI pick: Fee-only CFPs specializing in drawdown strategies and long-term care funding specifically tuned for Illinois tax rules.
Financial Planners
North Shore Retirement Advisors
Long-term care & estate financial planning.
AI pick: Featured fiduciary experts specializing in long-term care funding, Social Security optimization, and smooth estate transitions.
Financial Planners
North Suburbs Wealth Stewardship
Multi-generational planning for North Shore families
AI pick: A specialized firm that bridges the gap between adult children and aging parents while coordinating with elder-law and estate counsel.
All financial planners providers
Financial Planners
Savant Wealth Management
Savant Wealth Management in Chicago’s Loop offers personalized financial guidance as a fiduciary, fee-only firm
Financial Planners
Stenger Family Office
Stenger Family Office is a fiduciary financial advisor in Chicago, IL, operating as a multi-family office