2000 West Center Drive,
While Purpose Financial Planning LLC (PFP) has one employee, the owner, clients are receiving the benefit of many others who provide intellectual capital, support, and services beyond the ‘walls’ of the firm. Dan Kaibel, the owner enjoys incorporating these resources in working with his clients to achieve what is important to them. Dan has over 30 years of financial services experience in many areas, including previously overseeing investments as Chief Investment Strategist at a larger RIA firm. In addition to his investment experience as a CFP, he has a broad understanding of some of the complexities that need to be considered when designing financial plans for clients.
Dan also holds the CEPA designation that assists him in working with business owners in their pursuit of maximizing value and transitioning from their firm. He also saw a need for better ‘counsel’ when it came to helping with College planning so he pursued and receive the College Funding and Student Loan Advisor designation. In seeing that an important potential problem in providing a more ‘peace of mind’ financial plan was to better understand the complexities and needs when it came to preparing for the potential for a long-term care event. The CLTC designation has helped to provide knowledge to clients in this potentially difficult area.
In Dan’s free time, he enjoys serving at His Church and growing in His understanding of the Bible. Along these lines, he ‘paused’ his financial career in 2004-2008 to volunteer in Christian ministry and obtain a Biblical Studies degree. He also enjoys following Chicago Sports even when the teams don’t produce as hoped.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.