Lincolnwood, IL Financial Advisors and Resources

Financial Advisor Firms in Lincolnwood, IL



(847) 677-6378

6676 N. Lincoln Ave.
2nd Floor
Lincolnwood, IL 60712

SEC#: 801-67262
Years in Business: 14 years

How Retirement-Friendly is Lincolnwood, IL?

  • Population: 12,434
  • % of Population 62 Years and Over: 29.2%
  • Average Home Value: $412,200
  • Average Monthly Housing Cost: $1,853
  • Average Household Income: $124,036
  • 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.)

Lincolnwood, IL Financial Advisor FAQs

Questions like: Do you have a fiduciary duty to act in my best interests? Will everything about our meeting be kept confidential? I have other advisers, are they complementary or are they competitors? How can I easily get in touch with you if I need your expertise again at any time before our next scheduled meeting?
One of the most important responsibilities on your list of careers is to make sure your finances are in order. A financial advisor can help you do that more effectively and with less work on your end.
Look for someone who understands how you want to conduct your financial life--a good planner tries to ascertain what financial goals you have when looking at potential portfolios - is it retirement? College? Or maybe safety nets when you face unexpected costs from illnesses or accidents?
A financial advisor is bound to charge a fee, and the amount of the fee could equate to anything from $50 - $250 an hour. The cost could depend on such factors as whether they are based in person (or by phone) or online, what type of advisor they are (i.e. stockbroker), annual income, assets under management, level of expertise required for the advice being sought, degree of financial planning advice needed.