Financial Planning Services Chicago - Thom Tax

Financial Planning Services Chicago

Financial Planning Services Chicago

Ensuring your overall financial success requires a clear understanding of your financial needs and generating a financial plan to achieve them. On the other hand, it can be difficult to have a healthy financial life when you don't understand what's needed. At Tranel, we know that you may have so many competing demands on your schedule. As such, finding time to adequately manage your finances on your own can be challenging. For this reason, we offer premier financial planning services in Chicago designed with you in mind.

Our Financial Services

At Tranel, our fee-only advisors have assisted clients in Chicago to improve their financial well-being by providing holistic financial services. Below are the services we offer:


Planning is essential in having a successful financial future. Our local financial planners will work with you to make informed decisions about your short-term needs and future goals. By aligning your goals and needs with your finances, you’ll be able to achieve financial independence.


It's become more challenging today to plan for retirement. Planning for retirement now requires you to consider a 3+ decade retirement that addresses inflation, health care costs, volatile stock market, low-interest rates, among other strategies that might or might not be suitable for you. Fortunately, you don't have to navigate retirement planning on your own. Our fee-only financial planners have aided our clients in realizing their dream of a long, enjoyable, and comfortable retirement and can help you too.

Investment Management

No matter if you’re looking to preserve wealth, grow assets, or create sustainable income, we’ll tailor a unique portfolio aimed at meeting your investment goals. At Tranel, our personal financial advisors provide bespoke, award-winning investment strategies that address what’s most important to you, including:

  • Balancing savings and spending
  • Minimizing money anxiety
  • Retirement planning
  • Finding the right risk level
  • Maneuvering the volatile and confusing market conditions


Legacy planning enables you to choose how your assets and wealth will be distributed when you pass away. It's key to have a plan in place to prevent costly and lengthy probate for your dependents. With legacy planning, those you love will be certain they’re fulfilling your last wishes without the pressure of making decisions hastily and without thinking things through. One way to avoid probate is by enlisting our services. Our top planners will aid you in protecting your assets, identifying appropriate trusts, and creating a legacy plan.


Managing finances and dividing assets during a divorce can add stress to your already emotionally trying transition. Our Certified Divorce Financial Analyst (CDFA) can get your affairs in order by assisting you in making the best financial decisions. They’ll also work with you and your lawyer toward a settlement that comprehensively addresses your future needs. This is aimed at protecting your interests and minimizing the time taken to finalize your divorce.

We’ll Help You Secure Your Financial Future

Building the right portfolio requires expertise, discipline, and time. At Tranel, we provide personalized financial planning services in Chicago built upon extensive research. With ongoing support and monitoring from our Chicago financial advisor, we’ll help you attain long-term financial success while maximizing your investment strategy. Contact us:

Financial Planning Services Chicago

The Tranel Financial Group

+1 847-680-9050
1509 North Milwaukee Avenue

Libertyville IL 60048 US

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