June 2, 2011
Naperville CPA Financial Planner Advises CPAs About Retirement Planning for Early and Mid-Career Clients
May 2, 2011
In the Spring, 2011 issue of INSIGHT, the magazine of the Illinois CPA Society, Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc. contributed a column entitled “Fortune Hunting: A Look at the Unique Needs of 30-50 Year Olds Planning for Retirement.
April 27, 2009
Following Ms. Savage's presentation, over 25 area financial planners provided free one-on-one planning sessions with program attendees."This was the third year I participated in the event," said Patrick Doland, a fee only financial planner from the northern suburbs.
April 24, 2009
"Retirement income" according to Doland, "is becoming a major concern to retirees as they try to generate more income at a time when companies are suspending dividends, bank CDs and bonds are paying rates far below the average over the past decade, and equity valuations are down at levels we haven't seen in nearly 10 years."
March 1, 2009
Reason Financial Advisors, Inc. of Northbrook announced today that they have opened a branch office in Naperville to serve clients in DuPage County and Will County. "Our firm has been growing and opening new office along Chicago's I-88 Technology Corridor creates additional opportunities that we may not see at our northern Cook County office in Northbrook," reported Patrick L. Doland, a principal with the firm.