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Financial Planning Consultation

contact us:

Dennis J. O’Brien, Springfield, IL email
David A. McDaniel, Indianapolis, IN email
David Sauerburger, St. Louis, MO email
Rick Tarro, Decatur, IL email
Richard A. Thompson, Naperville, IL email
Jennifer Wood, Rockford, IL email

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With more than 375 employees and seven offices, Sikich provides accounting, assurance, tax and consulting services to privately-held companies and their owners, governmental entities, and not-for-profit organizations. Sikich is a nationally ranked top 50 CPA firm, and one of the fastest growing regional firms in the Midwest. We deliver cost-effective, comprehensive, and progressive services along with personal, attentive service. In 2011, we received our eighth consecutive unmodified ("pass") peer review report. This is the highest level of recognition conferred upon a public accounting firm for its quality control systems.

Personal Financial Planning Services

Whether your focus is current cash flow planning, long-term wealth accumulation, or planning for your financial future, the professionals at Sikich can create a comprehensive financial plan designed to meet your specific objectives. Our thorough approach, customized for each client, allows us to create a comprehensive plan that analyzes strategies for funding college education, retirement, investment, gifting strategies, income tax planning, insurance planning, and estate planning. We work closely with your investment advisor, life insurance professional, and your attorney to coordinate all aspects of planning that may affect your total financial planning.

You will always find the experienced professionals at Sikich to be well-prepared and willing to guide you through the dynamics of personal financial planning. By working closely with you, we can design and implement individualized, flexible, wealth planning strategies that reflect your short-term and long-term financial goals and objectives.

Our Personal Financial Planning Services Include:

• Investment Planning

• Cash Flow Projections

• Funding College Education

• Income Tax Planning

• Retirement Planning

• Insurance Analysis

• Estate Planning

• Charitable Giving Strategies

• Budgeting

• Family Wealth Transfers