Firm Profile

Business Profile

Reason Financial Advisors, Inc. provides Fee-Only financial planning and investment management services to individuals and families in Cook County and Lake County, Illinois.

Mission Statement

To assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them.

Locations

  • Main Office: 350 Pfingsten Road, Suite 108, Northbrook, IL 60062
  • Branch Office: 1717 N. Naper Blvd. Suite 200, Naperville, IL 60563

Description of Services

On-going Comprehensive Financial Planning for a fixed fee, Discretionary and Non-Discretionary Investment Management, and Modular Planning on a per hour basis. Under our Comprehensive Financial Planning service, clients receive customized assistance with all aspects of their financial life which may include: goal setting, budgeting, asset allocation, portfolio management, college planning, income tax planning, risk management, retirement planning, and estate planning,

Background

Reason Financial Advisors, Inc. was started to provide fee-only financial planning and investment management services to individuals and families located within thirty miles of Northbrook.

Client Profile

Our average client is between 45 and 70, with annual income in excess of $100,000 or investable assets over one million dollars including retirement plans. Typically, our clients reside in Cook County or Lake County, Illinois.

Specialities

Comprehensive financial planning, retirement planning and asset management.

Practice Established

February 2004

Contact

Patrick L. Doland, MBA, CFP®, AIF®, , Reason Financial Advisors, Inc.
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