Welcome

Welcome to Wealth Planning Network. We are the premier financial planning company serving the western suburbs of Chicago, based out of Oakbrook Terrace, IL.  We specialize in helping physicians, business owners, and corporate executives create sound financial plans throughout all stages of life. We take on a fiduciary responsibility for our clients, which ensures that we will always put our client’s needs first as we work with them.

Through a combination of personalized attention, industry expertise, and the latest technology, we provide our clients with comprehensive financial and estate plans, and we partner with some of Chicagoland’s premier attorneys, CPA’s, and trust companies to implement them. We specialize in asset protection, estate and income tax minimization, investment management, and charitable giving strategies to maximize our clients’ assets throughout their lives and to their heirs.

Our website will provide you with a wealth of information to educate you on the different strategies we implement, and to help you get to know our firm. Please call our office today to schedule a complementary consultation to see how Wealth Planning Network can help your family and business navigate their financial future.

Services

Wealth Planning
Network has
been featured in...

Recent News

view all news

Trust Owned Life Insurance- How to Effectively Use Insurance For Estate Planning

Aug 17

Read More

How to Prepare for Tax Reform in an Ever Changing Political Environment

Jul 24

Read More

Avoid Gifting Large Premiums To Your Life Insurance Trust

Jul 24

Read More

Income Tax Free Social Security Benefits; Too Good to be True?

Mar 27

Read More

Awards

We have received a range of awards that reflect our position as one of the leading financial advisors including “Five Star Professional Wealth Manager” for 5 years running.