Crystal Lake Tax & Financial

Crystal Lake Tax & Financial is a financial planning firm focused on retirement. Its approach combines financial planning with education, looking at more than investments for clients who are in or near retirement. The firm also publishes a free book, Retirement Success Blueprint, which covers the services retirees commonly need.

Clients can schedule a meeting or register for a workshop, and the firm invites people to call its Crystal Lake office. Fee-based planning and investment advisory services are offered through a separate registered investment advisory firm, Sound Income Strategies, LLC, which the firm says is not an associated entity. The Crystal Lake office is at Coventry Lane in Crystal Lake, Illinois, and the firm also has an office in Madison, Wisconsin.