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DeRose Financial Planning Group

DeRose Financial Planning Group: Clear, tailored wealth guidance for families.

5(5 reviews)
financial-advising
$$$
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About

Based in Chicago at 8755 W Higgins Rd Ste 200, DeRose Financial Planning Group provides comprehensive financial advice and long-term wealth planning. Clients praise Karen and her team for empathetic, straightforward guidance, personalized plans, and proactive service—covering taxes, estate planning, and long-term care. Described by clients as a family business that understands what matters to individuals and families.

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Location

8755 W Higgins Rd STE 200, Chicago, IL 60631, USA

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Services

Comprehensive Financial Planning

Tailored strategies covering retirement, investments, taxes, and estate planning to align with your personal goals.

Retirement Planning

Expert guidance to optimize savings, reduce taxes, and ensure a secure and comfortable retirement.

Estate Planning

Assistance with wills, trusts, and long-term care to protect your assets and provide for your family's future.

Tax Optimization

Strategies to minimize tax liabilities and maximize financial efficiency across all aspects of your portfolio.

Wealth Management

Ongoing management and review of investments to grow and preserve wealth for long-term financial health.

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