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Sunny Financial Strategies
Schaumburg CFP focused on wealth, tax, and retirement.
Led by Tom Sunny, CFP, CLU, RICP. Named a 2025 Forbes Best-In-State Top Financial Security Professional. Serves healthcare and tech professionals, business owners, and retirees.
Questions to ask Sunny Financial Strategies
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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