Business Profile
Reason Financial Advisors, Inc. provides Fee-Only financial planning and investment management services to individuals and families in Cook County and Lake County, Illinois.
Mission Statement
To assist clients in identifying their life's goals and helping them to achieve the financial independence to accomplish them.
URL
http://www.reasonfinancial.com
Location
350 Pfingsten Road, Suite 108, Northbrook, IL 60062
Description of Services
On-going Comprehensive Financial Planning for a fixed fee, Discretionary and Non-Discretionary Investment Management, and Modular Planning on a per hour basis. Under our Comprehensive Financial Planning service, client's receive customized assistance with all aspects of their financial life which may include: goal setting, budgeting, asset allocation, portfolio managment, college planning, income tax planning, risk managment, retirement planning, and estate planning,
Background
Reason Financial Advisors, Inc. was started to provide fee-only financial planning and investment management services to individuals and families located within thirty miles of Northbrook.
Client Profile
Our average client is between 45 and 70, with annual income in excess of $100,000 or investable assets over one million dollars including retirement plans. Typically, our clients reside in Cook County or Lake County, Illinois.
Specialities
Comprehensive financial planning, retirement planning and asset management.
Practice Established
February 2004
Contact
Patrick L. Doland, MBA, CFP®, CWM, CCM, Reason Financial Advisors, Inc.
pdoland@reasonfinancial.com or call (847) 205-9501