Comprehensive Financial Planning In Arlington Heights, IL

If you live in or near Arlington Heights and need a second opinion about your personal finances, we invite you to turn to our firm for guidance. We are a local company that specializes in assisting clients through full financial planning services.

As a fee-only firm, we don’t sell products, and we don’t receive a commission. Our fee-only approach enables us to truly focus on our clients through effective, evidence-based strategies backed by research. We gain an understanding of each clients’ financial goals and develop a custom plan to reach those goals via responsible investment choices and strategic wealth allocation.

Comprehensive Financial Planning

Our extensive backgrounds in finance coupled with our years of experience as fee-only CFP/ CPAs allow us to serve our clients through comprehensive financial planning services. Here in the Arlington Heights area, we help individuals and businesses by providing the following to meet their financial planning needs:

  • Portfolio Management
  • Evidence-based Investing
  • Tax Planning And Preparation
  • Estate Planning
  • Small Business Retirement Plans

Because of our family background and office location, we tend to attract and have an expertise working with trial lawyers, university employees, and small business owners.

Transparent Fee Structure

With Costello Financial Planning, there are no hidden fees. Our clients know exactly how much they pay for our services, and they appreciate that our only incentive is to help them grow and protect their wealth. We don’t push certain investment products, as we never take commission. This allows us to recommend and to trade based on the financial strategies that serve our clients best!

As a fiduciary, we are legally bound to act in our clients’ best interests, always. As fee-only financial planners serving Arlington Heights and beyond, we give financial advice based on research and expertise. This lets us build relationships and offer sound advice that meets each client where they are. We cater to each individual, taking into account the client’s specific goals while professionally gauging risks and tolerances.

Stay Informed!

As part of our comprehensive financial services, we keep our clients informed along the way. Our fiduciary outlook means that we regularly act in your best interest, and a big part of that means providing timely, relevant information. You will have access to vital reports, including:

  • Your personalized financial plan
  • Monthly investment summary
  • Quarterly market reviews
  • Periodic updates from our firm

Whether you’re interested in retirement planning, portfolio management, estate planning, tax preparation, or other financial services, reach out to Costello Financial Planning today!