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ClaimComprehensive Financial Planning
DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping individuals, families, & business owners meet their financial goals and achieve their true financial potential.
We offer customized financial services to integrate, organize & simplify our clients’ financial lives. Our services include, but are not limited to:
• Generational family wealth planning
• Retirement & cash flow planning
• Income, estate & distribution Tax planning
• Charitable gifting
• Risk reduction/insurance strategies
• Estate preservation & transfer strategies
• Investment management/strategy for individuals/families
• Qualified plan investment management/strategy
• Business succession planning
• Deferred compensation strategies
• Employee group benefits
• Financial planning as an executive benefit
We build holistic financial plans in four areas - Financial Independence, Risk Management, Estate Planning, and Investment Planning, and act as your "personal CFO," interfacing with your other advisors (CPA, estate planning attorney, etc.). We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can focus on your careers/family.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Chicago, IL
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Year founded
Founded 1996
1 Locations
- Chicago , IL
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