Objective information about financial planning, investments, and retirement plans

About

Share

Banta, Nathaniel Moore House. Arlington Height...

Roger Wohlner – The Chicago Financial Planner

Roger started The Chicago Financial Planner blog to share his knowledge and experiences as a financial advisor with his readers.  His goal is to provide ideas to readers in the hope of guiding them to take the actions needed to plan for the financial future they desire for themselves and their families.

Roger Wohlner is a freelance financial writer and fee-only financial advisor who accepts no fees or commissions from any provider of financial products or services. Roger is based in Arlington Heights, IL a suburb about 35 miles Northwest of Downtown Chicago.

He uses his experience to communicate complex financial concepts to both his readers and his clients in an understandable manner. Roger writes for a number of financial sites, financial services firms and financial advisors both under his own byline and as a ghost writer.

Roger serves a number of  individual clients and their families. He strives to provide clients with a sense of control and peace of mind via financial planning and the ongoing monitoring of their situation.

Roger also provides services to retirement plan sponsors, endowments and foundations. These organizations have a fiduciary responsibility to the stakeholders and beneficiaries of these funds; Roger helps these investment committees meet those obligations.

If you have questions about anything you’ve read on the site or would like to learn more about his professional services please feel free to contact Roger for more information at 847-506-9827 or via the contact form below.

[contact_form]

Enhanced by Zemanta