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Find Retirement Advisors for Retirement Planning in La Grange, Illinois

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 you 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 registrations check. 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 La Grange, Illinois

Last Updated - October 2, 2024

La Grange has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in La Grange, Illinois have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in La Grange, Illinois

VERIFIED

Ryan Williamson
CFP^®, AIF^®
Horizon Wealth Management

Qualifications
CRD# 3262671
Firm CRD# 170255
Series 7, 24, 63, 66

Minimum Assets Required
$250,000

Address

22 Calendar Court,
Second Floor,
La Grange, IL 60525 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, Based on Assets

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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

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VERIFIED

Kyle Nolan
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5426926
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

WestPac Wealth Partners

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

Address

17W220 W 22nd St, Suite 410,
Oakbrook Terrace, IL 60181 See Details

Advisory Services:

Compensation/Fee

Commissions, Flat Fee, Based on Assets

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VERIFIED

Jacob Schatz
CFP^®, RICP^®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66

Minimum Assets Required
$0

Address

1460 Bond Street Suite 120,
Naperville, IL 60563 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Megan Sowinski
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 6235564
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

Daniel Moore
CFP^®
Savvy Advisors, Inc

Qualifications
CRD# 5966945
Firm CRD# 111111
Series 7, 66

Minimum Assets Required
$500,000

Address

12811 Grande Pines Blvd,
Plainfield, IL 60585 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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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

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VERIFIED

Eric Kirste
CFP^®, CIMA^®, AIF^®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

Address

300 N. Pine Street,
Prospect Heights, IL 60070 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Allworth Financial
AIF^®, BFA^", CDFA^", RFC^®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Top 1 Retirement Planning firms in La Grange, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	HORIZON WEALTH MANAGEMENT 22 Calendar Court, 2nd Floor La Grange, IL, 60525	$783,012,062	7069	8	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in La Grange, Illinois

HORIZON WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 170255

Assets Under Management $783,012,062

No. Of Clients7069

Clients Per Financial Advisor884

HORIZON WEALTH MANAGEMENT is a financial advisory firm situated in La Grange, Illinois. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7069 clients. The team consists of 8 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

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Retirement Planners Near You

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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?

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