Mount Prospect is home. Our office sits on East Evergreen Avenue, a short walk from the Metra station, and it's where most first meetings happen, in person, over coffee, no rush.
In short
Alo Financial Planning is a fee-based, fiduciary retirement and tax planning firm headquartered in downtown Mount Prospect, IL. Led by a CFP® who is also a CPA, it helps successful professionals near retirement pay lower taxes over a lifetime and turn savings into a retirement paycheck.
Plenty of our Mount Prospect clients spent their careers commuting the Union Pacific Northwest line into the Loop, or working the corporate corridor along the O'Hare edge of town. After decades of 401(k) contributions, stock grants, and deferred comp, they arrive with the same question: how do we turn all of this into a retirement without handing an outsized share to the IRS?
Being based here means we know the rhythm of the area, from the professionals around Randhurst and downtown to longtime residents who've watched the village grow. When you want to sit across a table rather than a screen, we're a few minutes away.
How we help
What we do for Mount Prospect clients
The same three services, planned as one tax-smart strategy, for professionals in Mount Prospect and across Cook County.
