Comprehensive Financial Planning In Arlington Heights, IL

If you reside in or near Arlington Heights, IL, we invite you to turn to our firm for your financial planning needs. 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.

Comprehensive Financial Planning

Our extensive backgrounds in finance coupled with our years of experience as fee-only financial advisors and CPAs let us serve our clients through comprehensive financial planning services. Here in the Arlington Heights, IL 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 we conduct ourselves with integrity and authenticity, and because we focus on evidence-based financial strategies, our clients include trial lawyers, university employees, and small business owners.

Transparent Fee Structure

With Costello, there are no hidden fees. We don’t push products to get a commission; we recommend 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 person’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!