Investment Management In Barrington, IL

You work hard to earn your money, and in turn, you want your money to work hard for you! That’s where we come in. Costello Financial Planning serves the community of Barrington, IL by providing quality, reliable investment management services. In fact, we offer complete financial planning solutions, meeting our clients according to their unique needs and goals. We’re available when you need an informed second opinion about your personal finances.

Fiduciary Financial Planning

As a fiduciary, we are bound to act in YOUR best interest in everything that we do. Every piece of advice we give, every strategy we recommend, and every report we put together is based on sound financial practices and evidence-based investing. Because we’re fee-based only and NOT commission-based, we will never try to sell you a product that is not right for you. Since we don’t receive a commission, we genuinely focus on our clients through effective, evidence-based strategies backed by research, following guidelines for responsible investment choices.

Our comprehensive services include:

  • Overall Financial Planning Strategies
  • Portfolio And Investment Management
  • Evidence-based Investing Advice
  • Estate Planning
  • Tax Preparation And Planning
  • Business Retirement Plans

We serve individuals from all walks of life, including business owners and executives. Our valued clients also include trial lawyers and university employees, in part due to our background and our office location.

Our Fee Structure

One of the many things our clients appreciate about us is that we are fee-based. We do not charge a commission as financial planners, so you know upfront exactly how much any of our services cost. There are no hidden fees, ever. We’re proud of our transparent fee structure and the fact that we’re a relationship-focused firm in all that we do.

Keeping You Informed

It’s also very important to us to keep our clients informed along the way. After all, it’s our job to help you make those significant financial decisions for your future. Ways in which we share vital information with our clients in Barrington, IL and beyond include:

  • Responding to your questions in a timely manner
  • Providing investment summaries periodically
  • Scheduling quarterly reviews with a financial advisor
  • Giving you a personalized plan that includes risks, tolerances, and goals

Whether you’re ready to plan your retirement or you want your money to work harder for you, we’re here to help. Let our fiduciary firm assist you; contact us today!