Financial Planners Lake Zurich IL

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Lake Zurich, IL that can help answer your questions about Financial Planners.

Francine Duke
Aqua Financial Planning, LLC
(847) 478-3853
330 E. LaSalle Street
Vernon Hills, IL
Expertises
Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Baril
Baril Advisors LLC
(847) 704-1637
2150 East Lake Cook Road
Buffalo Grove, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Estate & Generational Planning Issues, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Kirk Hackbarth
Kabarec Financial Advisors, Ltd.
(847) 934-7777
220 North Smith Street, Suite 220
Palatine, IL
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Ongoing Investment Management, Alternative or Private Investments, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Michael Kabarec
Kabarec Financial Advisors, Ltd.
(847) 934-7777
220 North Smith Street, Suite 220
Palatine, IL
Expertises
Planning Concerns for Corporate Executives, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS, EA

Carin Pankros Roman
CCP, Inc.
(847) 303-1220
4801 Emerson Avenue Ste. 106
Palatine, IL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Kostis
JK Financial Planning, Inc.
(847) 840-7496
94 Montclair Road, Suite 102
Vernon Hills, IL
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Newlyweds & Novice Investors, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BBA, CDFA, CFP®, CPA/PFS, MAcc

Michael Leonetti
Leonetti & Associates, LLC
(847) 520-0999 Ext: 6538
1130 Lake Cook Road, Suite 300
Buffalo Grove, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CFS

Stacie Quigg
CCP, Inc.
(847) 303-1220
4801 Emerson Avenue Ste. 106
Palatine, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

David Theis
Fee-Only Financial Advisors, Ltd.
(847) 359-3300
116 East Slade Street
Palatine, IL
Expertises
Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CSA

Carol Pankros
CCP, Inc.
(847) 303-1220
4801 Emerson Avenue Ste. 106
Palatine, IL
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina