Downers Grove anchors the DuPage side of our work: a corporate hub along the BNSF line with a deep bench of senior professionals.
In short
Alo Financial Planning works with professionals in Downers Grove, IL, offering fee-based, fiduciary retirement and tax planning led by a CFP® who is also a CPA. Meetings are available remotely or at its Mount Prospect office.
Home to several corporate headquarters and an easy express ride into Chicago, Downers Grove is full of directors and VPs carrying meaningful equity and deferred-comp packages. Those packages come with tax decisions that are easy to get wrong and expensive to ignore, the kind of thing we plan years ahead rather than react to.
For Downers Grove clients on the far side of the metro, we make it easy: a complimentary assessment can happen by video, with in-person meetings in Mount Prospect whenever you'd prefer to sit down together.
How we help
What we do for Downers Grove clients
The same three services, planned as one tax-smart strategy, for professionals in Downers Grove and across DuPage County.
