Illinois CPA Society INSIGHT publication Winter 2024: The Latest Financial Planning Trends for High-Net-Worth Clients

In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial writes,  Here are several trends personal financial planners should consider as they serve high-net-worth clients in 2025. here.

Gilbert has regularly written for the Illinois CPA Society INSIGHT publication since 2010 in the interest of assisting fellow CPAs with an interest in personal financial planning.

Gilbert and Reason Financial Advisors, LLC provide comprehensive financial planning services, including discretionary portfolio management, to middle market and high net worth clients from offices in Naperville and Northfield.