Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > illinois > deerfield

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Deerfield, Illinois

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Deerfield, Illinois

Last Updated - May 15, 2025

Deerfield has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Deerfield, Illinois have an average of 24 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Deerfield, Illinois

VERIFIED

Steven Block
LUTCF^®, RICP^®, CLU^®, ChFC^®
BlockWall Strategies, Inc

Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63

Minimum Assets Required
$100,000

Address

1650 Lake Cook Rd Suite 500,
Deerfield, IL 60015 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Address

1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Steve Harrison
Prudential

Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66

Minimum Assets Required
$0

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Randy Dippell
RMA^® CRPC^® AIF^® CEPA^®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Kate Baness
HighPoint Planning Partners

Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$100,000

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

18927 Hickory Creek Drive,
Suite 310,
Mokena, IL 60448 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Deerfield, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	Three Parkway North, Suite 500 Deerfield, IL, 60015-2567	$2,732,341,341	3323	64	A percentage of AUM, Hourly charges, Fixed fees
2	155 N. Pfingsten Road, Suite 160 Deerfield, IL, 60015-4903	$1,919,058,570	3081	25	A percentage of AUM
3	570 Lake Cook Road, Suite 100 Deerfield, IL, 60015	$1,162,779,128	641	7	A percentage of AUM, Performance Based
4	707 Lake Cook Road, Suite 210 Deerfield, IL, 60015	$847,764,159	1116	7	A percentage of AUM, Fixed fees
5	770 Lake Cook Rd, Suite 370 Deerfield, IL, 60015-4920	$537,406,698	126	4	A percentage of AUM, Hourly charges, Fixed fees
6	1650 Lake Cook Rd., Suite 190 Deerfield, IL, 60015	$208,061,003	404	13	A percentage of AUM
7	570 Lake Cook Road, Ste 300 Deerfield, IL, 60015	$114,126,564	79	2	A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Deerfield, Illinois

ALERA INVESTMENT ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 287906

Assets Under Management $2,732,341,341

No. Of Clients3323

Clients Per Financial Advisor52

ALERA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3323 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

View Full Profile

NADLER FINANCIAL GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 122617

Assets Under Management $1,919,058,570

No. Of Clients3081

Clients Per Financial Advisor123

NADLER FINANCIAL GROUP, INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3081 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.)

View Full Profile

PARKSIDE INVESTMENTS, LLC

Find an Advisor

QualificationsFirm CRD# 286178

Assets Under Management $1,162,779,128

No. Of Clients641

Clients Per Financial Advisor92

PARKSIDE INVESTMENTS, LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 641 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

ROBERTS, GLORE & CO.

Find an Advisor

QualificationsFirm CRD# 109792

Assets Under Management $847,764,159

No. Of Clients1116

Clients Per Financial Advisor159

ROBERTS, GLORE & CO. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

CAPITAL RESOURCE MANAGEMENT,INC.

Find an Advisor

QualificationsFirm CRD# 106768

Assets Under Management $537,406,698

No. Of Clients126

Clients Per Financial Advisor32

CAPITAL RESOURCE MANAGEMENT,INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $537M assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

E. A. HORWITZ LLC

Find an Advisor

QualificationsFirm CRD# 165561

Assets Under Management $208,061,003

No. Of Clients404

Clients Per Financial Advisor31

E. A. HORWITZ LLC is a financial advisory firm situated in Deerfield, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

BAKER & YOEST INVESTMENT ADVISERS, INC.

Find an Advisor

QualificationsFirm CRD# 149115

Assets Under Management $114,126,564

No. Of Clients79

Clients Per Financial Advisor40

BAKER & YOEST INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Deerfield, Illinois. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING)

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.