Financial Design Studio

We focus on helping professionals with their retirement planning through comprehensive tax planning. When mistakes happen with complex income (whether that is RSUs, stock options, deferred compensation, pensions, or some form of an inheritance), your already high taxes can skyrocket. This is the last thing any high-earning professional wants to discover in retirement. 

And that’s where we step in and bring confidence to your financial plan. Each member of our team has an expertise: tax planning, investment management, estate planning, and insurance. This allows us to implement your entire plan, in house, with accuracy. 

Our team of advisors are certified, experienced, fiduciary, and fee-only; we are based in Deer Park, a Northwest Suburb of Chicago, but serve clients nationwide. Reach out to schedule a free consultation to see if we are a good fit to bring confidence to your retirement plan!