Naperville Financial Planning Services

Naperville financial planning services

Certified Financial Planner® for Long-term Financial Planning, Estate Planning, and Legacy Planning in DuPage County and the Surrounding Area

Many of Americans handle their finances without any type of professional guidance. While an independent approach can sometimes lead to success, many individuals make expensive mistakes. The good news is that it is easier than you might think to connect with a financial professional who can provide you with the guidance you need to build the life that you and your loved ones deserve.

At The Krajniak Group, we help people at all stages of their financial journeys, including those who are just getting started on planning for the future to those who wish to protect their hard-earned money for their children and grandchildren. . Many financial products can be somewhat complicated, and plans can be difficult to understand (for both you and your beneficiaries). We seek to use all of our resources to help you create a plan that works, and to simplify things into a system that is manageable, yet still effective. We want to help you get your house in order in a way that is comprehensive and durable, but also easy to understand. Our Certified Financial Planner® will work closely with you to develop and execute a plan customized to address all of your financial goals.

Financial Planning Basics

As you look to address your financial future, you must first fully understand your current situation. When you work with The Krajniak Group, we begin by helping you analyze the value of what you own, including your real estate, vehicles, business holdings, valuables, investments, and savings accounts. From there, we will examine your cash flow so that we can create a measurement system for where you are today and where you need to be. This measurement is an important part of your plan, and is often missed. Without it, how will you be able to track your progress, or know when to make adjustments? Once your goals have been identified, we will develop strategies for helping you address them.

Meeting Your Financial Needs

At The Krajniak Group, we take a personal interest in every client we work with. We believe that the relationship between a person and their financial planner should be one based on trust, communication, honesty, and integrity. Whether you are looking to retire comfortably, protect a growing family, or deciding how to most efficiently leave your assets behind, we will help you get there using directed strategies in seeking to both build and protect wealth.

Some of the areas in which we can help you include:

  • Investment Management: Everybody's investment goals are different, and so are the ways to pursue those goals. We will work with you to identify and utilize the approrpiate tools for seeking to manage and grow your investment portfolio.
  • Retirement Planning: Your retirement needs will depend on when you wish to retire and the lifestyle you wish to maintain during retirement. We can help ensure that you have the resources you need when you are ready to retire.
  • Social Security Planning: Government programs such as Social Security can help augment your income during your retirement years. The best time to apply can be very different for each applicant, and we can help you make the most of the benefits you earned during your working years.
  • Estate and Legacy Planning: There are many tools available to preserve and pass on your assets to future generations, and we can provide valuable insight as you create your will, trusts, and other estate planning instruments. We can also help you connect with qualified estate planning lawyers who can draft the necessary documents.
  • Risk Management: Protecting you from losses and liability is a major part of financial planning. We will work with you in evaluating your insurance needs and help you obtain the protection you need so that you can enjoy the confidence you deserve. *You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide legal or trust services. These entities and their services are not affiliated with LPL Financial and The Krajniak Group.

Contact a DuPage County Financial Planner

If you are ready to get started on your financial planning journey, or if you are not getting the results you need from your current advisor, contact our office. Call 630-364-2406 for a consultation with a Certified Financial PlannerĀ® today. Our team serves individuals and families throughout DuPage County, Kane County, and the greater Chicago area.

Back to Top