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Legacy Ahead Marketplace helps Chicagoland families find and compare vetted senior transition specialists.

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Hemsley Advisors, Ltd.

This firm provides portfolio management, financial planning and consulting services

This firm provides portfolio management, financial planning and consulting services. It stands out due to its relatively low fees compared to others on this list.

Location

Chicago, IL · 40mi radius

Questions to ask Hemsley Advisors, Ltd.

Every financial planners interview should cover these four questions before you sign anything.

  1. 1Are you a fee-only fiduciary (no product commissions)?
  2. 2Do you hold the CFP® designation?
  3. 3How do you coordinate with an elder law attorney on Medicaid planning?
  4. 4Have you modeled long-term care costs for other Chicagoland families?

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