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DeRose Financial Planning Group
Verified by Synup

8755 W Higgins Rd STE 200 Suite 200,

Chicago, IL, 60631

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Business claimed Last updated: 8 months ago
Listed in: Investment Services
About DeRose Financial Planning Group

DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping individuals, families, & business owners meet their financial goals and achieve their true financial potential. We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives. We build holistic, tailored financial plans for our clients in four primary areas - Financial Independence, Risk Management, Estate Planning, and Investment Planning, and act as your "personal CFO," interfacing with your other advisors (CPA, estate planning attorney, etc.). Go to full description...

Contact information

Phone numbers
773-867-3631
Business hours
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Business website
www.derosefpg.com/

Additional business details

Email address: Karen.DeRose@LFG.com
Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” With 20 years of experience, Karen and her advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment. Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth. Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime and beyond. Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative. She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.

TO SCHEDULE A COMPLIMENTARY CONSULTATION OR SPEAKING ENGAGEMENT, please call 773-867-3631.

Year Established: 1996
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7738673631
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