Purpose Financial Planning
8745 W. Higgins Road #110
Chicago,
IL
60631
Phone:
- 847-370-5017
E-mail:
It can be exciting to plan your future!
As you move toward your financial goals you will encounter a degree of uncertainty as you take ‘measured risk’. While the perception of this risk can change through new knowledge and time, it’s important to know where you stand today. Begin the process of knowing your risk preference by clicking here.
Risk AnalysisPurpose coordinates your resources to fit your needs!
Purpose designs the right plan for you so that you can get the most out of your resources so you can get the most out of your life. We believe so much in the planning process that we want to make it easy for you to get started. Feel free to click below to have free access to some of our financial planning software.
Planning softwareIt would be great to get to know you and find out how you’d like your future to look!
If you’d like a free consultation on how your resources can work better for you, please click here and schedule a time to talk.
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lease Payment
How much would your monthly lease payment be?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.