Fairhaven Wealth

Timothy Financial Counsel Inc. offers various financial planning services as per the client needs. The company is a full-service financial planning firm located in Wheaton, Ill. It offers a variety of cash flow/retirement counseling services, such as to determine retirement timing/viability, develop a withdrawal strategy, provide guidance on social security/pension elections and identify income tax saving strategies, among others. Timothy Financial Counsel Inc. also provides investment analyses services that include assessing investment profiles, develop appropriate asset allocation and analyze existing investments.

Timothy Financial Counsel Inc., located in Wheaton, IL, is a fee-only fiduciary financial planning firm that distinguishes itself from traditional wealth management firms by charging clients only for the time they need, billed by the hour. With a team approach that offers multiple perspectives and areas of expertise, they provide personalized financial advice without the burden of asset management fees or account minimums. Serving a diverse clientele from those just starting out to individuals with complex financial situations, Timothy Financial Counsel emphasizes independent validation of financial decisions and trusted partnership. They empower clients to clarify their goals and take control of their financial lives, whether through a DIY approach or direct assistance with implementation. Generated from the website

Dugan & Lopatka Financial Services, located in Wheaton, IL, is a full-service CPA firm with over 50 years of experience, dedicated to providing personalized accounting, advisory, and tax services to a diverse range of industries. Their commitment to client relationships and understanding of unique business challenges, particularly during critical transition moments, sets them apart as trusted partners for businesses and family-owned enterprises alike. With a focus on delivering reliable outcomes and peace of mind, Dugan & Lopatka offers specialized services including outsourced accounting, audit reviews, and tax advisory planning. Their team prides itself on navigating clients through the complexities of financial management, ensuring that they are well-prepared for both current challenges and future growth opportunities. Generated from the website