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Welcome to DeRose Financial Planning Group
Karen DeRose has been listed as a Five Star Wealth Advisor for the third straight year in a row in the Chicago Magazine.
Will you be prepared when Life Happens?
- What’s your vision for retirement? Will you achieve it?
- What if you become disabled or prematurely die? Is your family OK?
- How will your children’s education be paid for?
- What if your parents need care and financial support?
- What will happen to your business when you retire or if you prematurely die or become disabled?
- What legacy do you want to leave your family? Community?
Put more Life in your financial plan - Yours.
DeRose Financial Planning Group specializes in comprehensive, fee-based financial planning that is driven by the unique goals and values of each individual client. Business owners, executives/professionals, and retirees choose to work with us to help them identify planning gaps and missed opportunities. We then coordinate their entire financial picture through customized strategies and solutions to make sure they’re able to live the life that they value and that they’re ready for when life happens...
Our areas of expertise include:
Retirement Planning (accumulation and distribution phases)
Social Security Optimization
Business Owner Strategies
Estate Planning (preservation and transfer)
Risk Management (life, disability, and long-term care)