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: A dedicated 55+ specialist offering tax-efficient retirement strategies and transparent flat-fee engagements for seniors.
Financial Planners
Focused Up Financial
Chicago fee-only CFP focused on tax-efficient retirement.
AI pick: Led by a CFP and CPA, this firm provides expert tax-focused retirement planning specifically for Chicago-area pre-retirees.
Financial Planners
Sunny Financial Strategies
Schaumburg CFP focused on wealth, tax, and retirement.
AI pick: A Forbes-recognized advisor in Schaumburg with 15 years of experience in wealth preservation and retirement security.
All financial planners providers
Financial Planners
Essential Financial Strategies
Chicago fiduciary fee-only CFP.
Financial Planners
OTB Financial Planning
Chicago fee-only planner for retirees and medical professionals.
Financial Planners
Retire Secure Financial Planning
Evanston fee-only retirement and investment planning.
Financial Planners
Stenger Family Office
Stenger Family Office is a top-rated fiduciary financial advisor operating as a multi-family office in Chicago, IL