How We Can Help

As a "Fee Only" financial planning firm we specialize  in individual and family financial consulting to help our clients with all  financial matters,   As a CFP® and RICP®, I have the knowledge and experience to assist you in assessing your current financial positton and developing plans to  meet  your current and future financial goals. 

  Now More than Ever, Get the Personal Financial Advice You Need


Fee-Only Financial Planning


· No Commissions, Sales Charges or other hidden fees

· Fee charged is based on quoted Plan price  or on quoted estimate of hourly charges

· Impartial, Objective Advice, Guidance and Education on any and all Financial Topics

· Certified Financial Planner with recognized education and experience 

  (reference www.cfp.net),  Retirement Income Certified Professional (RICP) ®


Areas of Expertise


· Personal Retirement Plan Creation

· Social Security and Medicare Planning

· Education Planning

· Budgeting and Debt Payment Strategy

· Portfolio Review(including 401K, IRA’s and Investment Accounts

· Estate Planning

· Insurance Review (Life, Property, Long Term Care need)

 

This Stuff is Hard  

• Retirement Planning

• Social Security Options

• Medicare Enrollment

• Education Planning

• Estate Planning

• Budgeting and Debt Payment Strategy

• Insurance Review

• Portfolio Review  (including 401Ks, IRA’s and vestments) ​

Give me a call and let's talk......
 

Free Consultation

P.J. Walsh CFP®, RICP® Walsh Financial Planning 773-340-6577 pjwalsh@walshfp.com

   


Contact Us

Drop us a line!

Better yet, see us in person!

Walsh Financial Planning

9910 S Oakley Ave, Chicago, IL 60643

(773) 253-9706 or (224) 456-5773