Alo Financial Planning® helps successful corporate professionals design and enjoy a tax-wise, income-smart, and experience-rich retirement.
Your plan is personalized every step of the way - lifestyle and goals, tax and income strategies, investments and savings.
When cookie-cutter doesn’t cut it, we’re here to create your ideal retirement plan.
John Nowak, CFP®
Hi, I’m John Nowak, Founder and Financial Planner at Alo Financial Planning®. Thanks for visiting!
I started my career as a CPA before becoming a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Management Advisor®.
In 2018, I started Alo Financial Planning® with the mission of helping clients enjoy a tax-wise, income-smart, and experience-rich retirement.
Clients like yourself have many questions as they consider retirement including:
How can I save money on taxes over my lifetime?
How much income can I spend from my portfolio and are there other strategies I should consider?
Can I do these awesome things I’ve always wanted to do, but have been too busy or unsure to even consider?
We work with clients nationwide, but most are from the Chicago suburbs. After a successful career, clients want an experienced partner to help guide them on their journey to and through retirement.
I’d like hear more about your career and what questions you may have. You can learn more about our process here. Or, you can learn more about John and the Team here.
P.S. I’m a lifelong learner and have some of my professional credentials and affiliations below.
Complimentary Discovery/Clarity Meeting including your personalized Asset-Map
$3,000 Financial Plan including Executive Summary, detailed analysis, personalized checklist of action items
Scale based on assets under management
1.20% (annually) on first $500,000
0.60% on next $500,001 - $3,500,000
0.40% on next $3,500,001 - $10,000,000
0.30% on amounts over $10,000,000
