Business Hours
Monday 08:30am - 05:00pm
Tuesday 08:30am - 05:00pm
Wednesday 08:30am - 05:00pm
Thursday 08:30am - 05:00pm
Friday 08:30am - 05:00pm
Year Established
1996
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DeRose Financial Planning Group Verified by Synup
8755 W Higgins Rd STE 200 Suite 200, Chicago, IL, 60631
Today 08:30am - 05:00pm
Listed In: Investment Services
Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” With 20 years of… Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” With 20 years of experience, Karen and her advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment. Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth. Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime and beyond. Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative. She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states. <p> TO SCHEDULE A COMPLIMENTARY CONSULTATION OR SPEAKING ENGAGEMENT, please call 773-867-3631. Read more