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Financial Planners Verified
Focused Up Financial
Chicago fee-only CFP focused on tax-efficient retirement.
Founded by Charlie Horonzy, CFP, CPA. Fee-only financial planning firm specializing in tax-efficient retirement planning for pre-retirees and retirees in Chicago.
Questions to ask Focused Up Financial
Every financial planners interview should cover these four questions before you sign anything.
- 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?
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