SERENITY WEALTH MANAGEMENT
333 South Wabash Avenue, Suite 2700, Chicago, IL 60604 DIRECTIONS
Since 2011
Here’s The Deal:
Serenity Wealth Management has years of experience in financial services. Their firm specializes in helping individuals develop efficient investment strategies. They can help identify and plan for the needs of today and for many years to come. Their primary goal as fiduciary is to develop a long-term, trusting relationship with their clients. Whether investing in building wealth, protecting your family, or preserving your assets, their personalized service focuses on your needs, wants, and long-term goals. Their commitment is to utilize all of their resources as Financial Advisors to help you achieve your goals. They invite their clients to discover and experience the power of their services. They educate their clients about financial concepts and products and take the mystery out of investing, insurance, tax mitigation, estate conservation, and preserving wealth.
SPECIALTY:
Retirement, Investment, Estate, Tax Planning, 401(k), 403(b) Plans & Wealth Management
License CRD #307924||SEC #801-123727
TBR® Inspection Report:
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 is a Chicago-based firm offering fee-only, holistic financial planning and investment advice 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 aim to help clients find more profound meaning, clarity, and fulfilment in their lives and with their money. Their mission is to elevate you, your life, and your money to find deeper meaning, clarity, and fulfillment. They do this by collaborating with the clients to make wise and thoughtful money and life decisions to attain greater peace of mind. They provide initial assessment and discovery meetings for new clients. Mindful Money Financial Counsel offers a fifteen-minute complimentary session.
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: Initial financial planning services $600
Ongoing financial planning services $60/month
Written holistic financial plan $3,600*
Private Client $3,600/year (paid monthly or quarterly)
TBR® Inspection Report:
CHICAGO PARTNERS WEALTH ADVISORS
1 North Upper Wacker Drive, Suite 4075, Chicago, IL 60606 DIRECTIONS
Since 2008
Here’s The Deal:
Chicago Partners has been a fee-only, fiduciary advisor for clients, always using the Fiduciary Standard as a cornerstone for giving financial advice. Each member of the Chicago Partners team is committed to standing by their client's side as your guide to the financial industry. Their team comes from various backgrounds and has a wide range of skills to help you achieve your financial goals. They are dedicated to optimizing every part of your wealth. They believe great client-advisor relationships are built on trust. Contact them to schedule a consultation.
SPECIALTY:
Investment Management, Financial Planning, Wealth & Cash Flow Planning