Company description
We offer professional financial and investment advisory services for a percentage of the assets under management and/or net worth. We also offer a comprehensive financial plan which may include net worth, cash flow, insurance and tax review, college planning, retirement plan, estate plan, investment planning, and implementation plan for a fixed fee. Notably, none of our plans are “one size fits all” plans. Every plan is customized to fit your needs because everyone’s requirements and goals are different. We offer a very flexible and competitive fee arrangement for maintaining the financial plan, and management of your assets. Jim Stahel, CFP, founder and owner of Stahel Financial Planning, Ltd., is a Certified Financial Planner and Registered Investment Advisor who has been active in the financial services field since 1976. Jim serves clients throughout Chicagoland including the suburbs of Long Grove, Lake Zurich, Barrington, Libertyville, Lake Forest, Hawthorn Woods, Kildeer and Mundelein.
More details
- Services
- Independent, Fee Based Financial Planning and Wealth Management Services
