As financial planners, we serve clients throughout Chicago, Ann Arbor, and beyond. Our unique background makes Costello Financial Planning, a fee-only, independent financial consulting firm, the ideal choice for clients who want to maximize gains and secure their financial future. In particular, we’re highly experienced in serving clients in the following sectors.
For over 10 years, we have built our practice by helping trial lawyers plan and navigate the complexity of cash flow management, taxes, and investments. With complexity, there come opportunities to strategize what is best for you. As lawyers have a fiduciary responsibility to their clients, we do, too. Our fee-only approach limits conflicts of interest, which runs rampant in the financial service industry. As your financial consultants, we will work closely with you, always adhering to the highest levels of ethics, honesty, and responsibility.
By living in university towns, we have grown to learn the unique benefits and planning opportunities for university employees. Each retirement plan is a little different and has its own set of rules. We will help you make sense of how they work together, enabling you to better understand your retirement financial picture and make the most of your plans.
Corporate Retirement Plans
Many employers are surprised by the number of available plan options to help their business and employees achieve retirement goals. Tax regulations provide favorable treatment to those plans that help employees and employers save for retirement, so it makes sense to take advantage of these retirement plan opportunities. Costello Financial Planning’s plan design process creates a win-win for the employer and their employees!