As one of the largest independent financial planning firms in Chicago, FSN delivers sophisticated planning strategies to business owners, senior executives and retirees.
Certain representative of Financial Strategy Network are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ, 07054. (800)637-3211. Check the background of this firm on FINRA’s BrokerCheck.
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You won’t find many financial planning firms asking for the level of detail that FSN requires...
You won’t find many financial planning firms asking for the level of detail that FSN requires, but we believe that taking this time upfront ensures that the end result is customized to your unique situation.
We begin our comprehensive process by gathering all of your information: financial documents, tax returns, detailed cash flow, wills and trusts, insurance policies and investment statements. Working in close collaboration with you, we examine your full financial picture and discuss your life’s passions and goals. We then use a unique cash-flow based planning model to develop strategies to help you achieve your financial objectives.
Our financial planners and dedicated support staff work as a team not only within FSN...
Our financial planners and dedicated support staff work as a team not only within FSN, but also with the other members of your trusted advisor group.
In close coordination with your team of advisors, we implement and monitor every step of your financial planning strategy. Your accountant and attorney will feel comfortable working with us, as we take a proactive approach to planning your annual income tax, establishing estate plan documentation, titling accounts to agree with your estate plan, designating beneficiaries, organizing insurance policy information and reviewing all of your insurance needs.
We embrace the role of fiduciary, which holds us to the highest legal and ethical standard...
We embrace the role of fiduciary, which holds us to the highest legal and ethical standard to serve your best interest.
Non-fiduciary advisors sometimes allow their firm’s interests (or even their own) to influence the investment advice they give to you. As fiduciaries, we are free from conflict of interest, so you can be confident that we are sitting on the same side of the table as you, working to find the solution that best serves your needs.
We are not new to this business. Several of our partners implemented financial planning in the early 1980s...
We are not new to this business. Several of our partners implemented financial planning in the early 1980s, before it was a well-known topic.
With over 150 years of diversified experience, deep knowledge, and a wide network of professional contacts, FSN has the resources necessary to ensure intelligent, insightful and holistic financial advice. You can feel comfortable knowing that there is a team of experienced personnel always available to serve you.