Lincolnshire, IL Financial Advisors and Resources



Financial Advisor Firms in Lincolnshire, IL


DREAM CAPITAL ADVISORS, LLC

Website

(847) 970-9090

250 Parkway Drive
Suite 150
Lincolnshire, IL 60069

SEC#: 801-79378
Years in Business: 7 years

HEDEKER WEALTH LLC

Website

(847) 913-5594

One Overlook Point
Suite 610
Lincolnshire, IL 60069

SEC#: 801-61654
Years in Business: 18 years

ADVISORY ALPHA, LLC

Website

(312) 810-7757

9 Story Brook Lane

Lincolnshire, IL 60069

SEC#: 801-72499
Years in Business: 10 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(847) 522-8080

103 Schelter Road

Lincolnshire, IL 60069

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(847) 522-8080

103 Schelter Road

Lincolnshire, IL 60069

SEC#: 801-69970
Years in Business: 12 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(847) 941-0100

100 Tri-State International
Suite 300
Lincolnshire, IL 60069

SEC#: 801-56865
Years in Business: 22 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(847) 522-8080

103 Schelter Road

Lincolnshire, IL 60069

SEC#: 801-69970
Years in Business: 12 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(847) 941-0100

100 Tri-State International
Suite 300
Lincolnshire, IL 60069

SEC#: 801-56865
Years in Business: 22 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(847) 941-0100

100 Tri-State International
Suite 300
Lincolnshire, IL 60069

SEC#: 801-56865
Years in Business: 22 years


How Retirement-Friendly is Lincolnshire, IL?

  • Population: 7,572
  • % of Population 62 Years and Over: 37.5%
  • Average Home Value: $561,600
  • Average Monthly Housing Cost: $2,396
  • Average Household Income: $181,292
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Lincolnshire, IL Financial Advisor FAQs

A financial advisor is a professional who answers questions about investing and finances in general, provides counsel to clients with regards to their financial goals and aims, and helps direct their investments. A financial advisor often recommends specific investment products or savings programs such as mutual funds or IRAs.
A financial advisor is needed if you want to create a retirement savings plan but don't have enough money.
Financial advisors get paid in one of two ways. Some are compensated by the sale of products they may offer, while others are on an annual retainer, per transaction fee, or an hourly rate for providing services.
Talk to family, friends, or co-workers, ask them who they use. Look for somebody familiar with your investment goals - stocks, bonds, cash reserves. Sit down with them to discuss your current investments, risk tolerance level (i.e.- how much time/money are willing to lose), and future goals (depending on how much time is left of earning power before retirement).