Category
Financial Planners
Fee-only financial planners help families model the cost of care over 5 to 15 years, coordinate income sources, and protect assets. Look for CFP® credentials and demonstrated experience with long-term care planning.
Filter by Chicagoland region
What financial planners do
- Project the cost of assisted living, memory care, or 24/7 home care.
- Coordinate Social Security, pensions, IRAs, and long-term care insurance.
- Model asset spend-down alongside the elder law attorney.
- Set up a family payment plan for care that starts before Medicaid.
Questions to ask before you hire
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
AI-picked this week
Top financial planners to talk to first
Senior Care Advisors
CareBridge Advisors
Chicagoland's free senior-care placement & advisory service.
AI pick: Not sure which specialist you need? CareBridge Advisors is Chicagoland's free placement service. Start here.
Financial Planners
North Suburbs Wealth Stewardship
Multi-generational planning for North Shore families
AI pick: Offers unique coordination between adult children, aging parents, and legal counsel for comprehensive multi-generational support.
Financial Planners
North Shore Retirement Advisors
Long-term care & estate financial planning.
AI pick: Specializes in the critical areas of long-term care funding and Social Security optimization under a strict fiduciary standard.
Financial Planners
Loop Retirement Advisors
Fee-only CFP retirement & long-term care planning
AI pick: Provides expert fee-only drawdown strategies specifically tailored to navigate Illinois-specific tax rules for seniors.