Financial advisor · Orland Park, IL
Brickwork Financial Planning
Financial planning for business owners, professionals and families
Loading…
Independent investment advisor offering retirement and financial planning10727 Winterset Drive, Orland Park, IL
Chancellor Financial is an independent registered investment advisor that offers comprehensive financial planning and access to third-party asset management. The firm works with specialized money managers to provide individually managed accounts, and it covers retirement strategy and risk, income planning, investment management, tax strategies, estate-related planning for transferring wealth to beneficiaries, and a women's wealth program. Its Color of Money Risk Analysis is a short online assessment that produces a risk preference score.
New clients start with a financial discovery meeting to review income, expenses, liquidity needs and retirement goals before a plan is built. The firm says it acts as a fiduciary. Prospective clients can book an appointment online or call the office. The office is at 10727 Winterset Drive in Orland Park, Illinois, and the firm also serves surrounding communities.
Financial planning for business owners, professionals and families
Fee-only retirement and wealth planning for middle-income and wealthy clients
Fee-only financial planning and asset management for individuals and families
Listing your business here is free. Featured is $49 a month: