Deep Blue Financial has one investment advising fee for all of our financial services. From financial planning, wealth management, and retirement planning to spending time with your accountant & lawyer, one fee covers it all. We help determine an appropriate allocation for your investment portfolio based on your specific goals, risk tolerance, time-frame, interests, tax situation, and past experiences.
Our investment advisors understand that every situation is different and we'll develop a personalized investment plan. Financial Advisor Chicago - Our investment management process is centered around our clients. We don't get paid by mutual fund companies for using their funds. Any Chicago/Northbrook-based financial advisor at Deep Blue Financial will use investments with expenses roughly 1/3 that of most advised portfolios.*
Our investment advisors understand that every situation is different and we'll develop a personalized investment plan. Financial Advisor Chicago - Our investment management process is centered around our clients. We don't get paid by mutual fund companies for using their funds. Any Chicago/Northbrook-based financial advisor at Deep Blue Financial will use investments with expenses roughly 1/3 that of most advised portfolios.*
Services
Deep Blue Financial is a Registered Investment Advisor (RIA) with our headquarters located in Northbrook, IL. We keep our investment philosophy very simple. Complicated investment processes don't always translate into higher returns, but they very often translate into high fees. We use index funds and ETFs to make sure our clients are paying the lowest investment fees possible.
Deep Blue Financial offers customized, proprietary asset management for private clients. A dedicated investment manager will sit down with you in our offices or in your home, to customize a plan specifically tailored to your needs and financial goals.
We will consolidate pre-existing retirement plans, pensions, life insurance, social security, inheritance, trusts, and other brokerage accounts into one comprehensive, low-cost financial and investment plan.Our approach includes expense management, wealth management and tax efficiency. Every family, from young professionals to long-retired couples, can benefit from substantially reduced costs and taxes.
We will consolidate pre-existing retirement plans, pensions, life insurance, social security, inheritance, trusts, and other brokerage accounts into one comprehensive, low-cost financial and investment plan.Our approach includes expense management, wealth management and tax efficiency. Every family, from young professionals to long-retired couples, can benefit from substantially reduced costs and taxes.
Our clients ask a lot of questions about insurance, mortgage lenders, small business loans, and other financial concerns. Deep Blue Financial is more than happy to give you our honest guidance on these topics. We don't sell insurance, make loans, or profit from referring clients to a lender or agent.
We find that many businesses in the area use small business retirement plans that are bogged down with heavy fees and antiquated record keeping. Prior to online record keeping, insurance companies and small business retirement plan record keepers set up plans where fees were buried inside the investments.
Deep Blue Financial offers individualized attention and complete financial planning to residents of Deerfield, IL. We pride ourselves on providing the best financial advice possible, completely tailored to help you meet your unique financial goals. From retirement planning, to small business retirement plan administration, our advisors are here to help you grow your wealth so you can live the life you deserve.
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