MINDFUL MONEY FINANCIAL COUNSEL, LLC
564 West Randolph Street, Suite 200, Chicago, IL 60661 Directions
Since 2011
Here’s The Deal:
"'Mindful Money Financial Counsel, LLC' is a Chicago-based financial firm striving fee-only, holistic financial planning, and investment guidance on a flat fee and hourly-as-needed basis. The firm specializes in retirement investment. The company provides personalized investment recommendations based on your financial situation, goals, and preferences. They work with individuals, families, and small business owners. They provide initial assessment and discovery meetings for new clients. Mindful Money Financial Counsel offers a fifteen-minute complimentary meeting."
SPECIALTY:
Asset Allocation, Personal Finance, Risk and Money Management, Employee Benefits, Investment, Income Tax, 401K, Insurance, Retirement, Business, Estate, Education and Life Planning, Assets, Income, Debt, Expenses, Roth and Traditional IRA, Index Fund and Socially Responsible Investing, Money Flow & Balance Sheet
Price: Ongoing financial planning starts from $60 a month and a $300 hourly rate
TBR® Inspection Report:
HOOPIS GROUP
300 South Wacker Drive, Suite 2000, Chicago, IL 60606 Directions
Since 2012
Here’s The Deal:
"Hoopis Group is located at the Wacker Drive in Chicago. Their team has grown from twenty to over a hundred financial planning professionals. They are a team of highly-trained, dynamic financial professionals who strive to meet the unique needs of their community. The firm delivers state-of-the-art financial solutions to families, individuals, business owners, and executives. Their comprehensive suite of financial services addresses their client’s needs around wealth accumulation and wealth preservation and distribution. HG also offers solutions to corporate clients. They also serve in Lisle and Northfield."
SPECIALTY:
Long Term Care, Employee and Executive Benefits, Risk Management, Business Education Funding Strategies, Investment, Estate, Succession, Retirement, Gift, Business Valuation, Fee-Based and Special Care Planning, 529 College Savings Plans, Life and Disability Income Insurance, Benefits Administration & Corporate Client Services
TBR® Inspection Report:
MERINO WEALTH MANAGEMENT
211 West Wacker Drive, Suite 301, Chicago, IL 60606 Directions
Since 2016
Here’s The Deal:
"Merino Wealth Management is one of the financial planning firms in Chicago. Jessica is a certified financial planner professional, providing financial planning services as fiduciary acting in the best interest of her financial planning customers. She has helped customers from all walks of life and has built up a specialty working with high income earning female service professionals like attorneys, consultants, and women in tech who are in their 30s and 40s. The firm provides financial advice and assessment for specific goals. They understand that and believe that all women deserve to feel comfortable and confident in their financial decisions. Get a free consultation."
SPECIALTY:
Personalized Savings Strategies, Cash Flow and Investment Management, Tax Diversification, Family Finances, Employee Benefits Consultation, Education Funding, Insurance, Income and Retirement Planning, Business Financial & Wealth Management
Young Entrepreneur of the Year by the Chicago Chapter of the National Association of Women Business Owners in 2019
Price: Starts from $2000/Year