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Smart Choice Financial Planning, Inc.Smart Choice Financial Planning, Inc. is a Fee-Only, NAPFA member Registered Investment Advisory firm serving Chicagoland. We specialize in providing hourly, as-needed financial planning and investment advice to individuals and small business regardless of income or net worth level. As Fee-Only advisers, we work solely for you and are compensated only by our clients. Because no products are sold and no commissions are ever received, all potential conflicts of interest are removed. You are not expected to sign a long-term contract and we do not charge a percentage of your assets under management. Remember, you do not need a fortune to start building one! We work with people from all walks of life in different stages of their lives. Whether you require a one time review of your current investments, a once a year ‘tune-up’ on your financial plan and investment portfolio or need on-going portfolio monitoring and re-balancing, Smart Choice can work for you. We also offer second opinions if you aren’t sure or comfortable with something you are being offered at a broker or banker’s office. Additional services include:
At Smart Choice Financial Planning, Inc. we work for
you, not a bank or brokerage firm. As client fiduciaries, our mission
is to do what is right for every client and strive to give every client
all the information needed to make informed decisions for a brighter
financial future. Give us a call today at 219-682-7544 for a no-
obligation get acquainted meeting and get going on a Smarter financial
future! |
