Objective information about financial planning, investments, and retirement plans



Roger Wohlner, CFP® is based in Arlington Heights, IL a suburb of Chicago.  Roger’s focus is on helping his clients reach their desired financial outcomes.  You can contact Roger at 847-506-9827 or via the contact form below.

Inquiries about my services.

If you’d like to learn more about our financial planning and investment advisory services for individuals; our investment consulting services for 401(k) and other retirement plans; or our investment services for organizations with endowment or foundation portfolios please contact us at 847-506-9827 or via the contact form below.

Questions, comments, and suggestions.

Please contact me using the form below if you have an questions about any of the articles posted or anything in the financial planning and investment realm in general.  Please fee free to suggest a topic that you would like to see covered here at The Chicago Financial Planner.

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