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Find Retirement Advisors for Retirement Planning in Buffalo Grove, Illinois

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Buffalo Grove, Illinois

Last Updated - March 28, 2026

Buffalo Grove has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Buffalo Grove, Illinois have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Buffalo Grove, Illinois

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 4 Retirement Planning firms in Buffalo Grove, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2150 E. Lake Cook Road, Suite 820 Buffalo Grove, IL, 60089	$363,611,405	207	5	A percentage of AUM
2	1110 W. Lake Cook Road, Suite 265b Buffalo Grove, IL, 60089	$236,023,921	942	8	A percentage of AUM, Hourly charges, Fixed fees
3	1130 W Lake Cook Road, Suite 150 Buffalo Grove, IL, 60089	$214,042,234	1524	23	A percentage of AUM, Hourly charges, Fixed fees
4	1110 W. Lake Cook Rd, Suite 265 Buffalo Grove, IL, 60089	$147,764,419	1350	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Buffalo Grove, Illinois

HIGHVIEW CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 306195

Assets Under Management $363,611,405

No. Of Clients207

Clients Per Financial Advisor41

HIGHVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 207 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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JOURNEY FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 123565

Assets Under Management $236,023,921

No. Of Clients942

Clients Per Financial Advisor118

JOURNEY FINANCIAL GROUP, INC. is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 942 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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SGL FINANCIAL, LLC

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QualificationsFirm CRD# 158023

Assets Under Management $214,042,234

No. Of Clients1524

Clients Per Financial Advisor66

SGL FINANCIAL, LLC is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1524 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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PHASE III ADVISORY SERVICES, LTD

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QualificationsFirm CRD# 122959

Assets Under Management $147,764,419

No. Of Clients1350

Clients Per Financial Advisor675

PHASE III ADVISORY SERVICES, LTD is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1350 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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