Financial Strategy Network, LLC Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Financial planning is at the core of what we do at Financial Strategy Network. Our job is to put all of the pieces of your financial puzzle together to create the best life possible for you. Our clients have the best of both worlds: the personalized support of a small team of dedicated professionals backed by one of the largest planning firms in Chicago. What keeps our clients coming back is not the product, but the confidence that we are looking out for their best interests, listening to what they are saying and serving as a partner in helping them achieve their life’s dreams. FSN was started in 1991 by four partners who are still actively managing the firm today. Since then it has grown to be one of the largest boutique financial planning firms in Chicago with over 150 years of collective firm experience. 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 who are familiar with your situation. We are an independent planning company. You get unbiased advice because we are not bound by proprietary products. We are independent, and that means we work for you and are required to put your interests first. At FSN, our ‘bread and butter’ is comprehensive financial planning. We pride ourselves on our approach to understand every aspect of your financial life and recommend strategies that tie together all the moving pieces of your financial picture. We are not attorneys or CPAs. We don’t do legal work or taxes. We begin by gathering all of your information: financial documents, tax returns, detailed cash flow, wills and trusts, insurance policies and investment statements. 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 those goals.

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