DeRose Financial Planning Group

DeRose Financial Planning Group is an award-winning financial planning and wealth management firm located in the greater Chicago metropolitan area. With over 30 years of experience, the firm specializes in providing customized, holistic financial services that help individuals, families, and business owners achieve their financial goals. Clients appreciate the team's guidance, expertise, and patient customer service, which consistently surpasses expectations. The firm focuses on four primary areas: Financial Independence, Risk Management, Estate Planning, and Investment Planning, acting as a personal CFO by coordinating with clients' other advisors. Clients value the firm's commitment to tailoring advice to their changing needs, ensuring that financial plans evolve as life circumstances shift. DeRose avoids cookie-cutter solutions, instead prioritizing a people-first approach that emphasizes transparency and open communication. This dedication fosters trust and empowers clients to understand the reasoning behind financial recommendations. Clients praise the caring and forward-thinking team, describing the firm as a reliable partner for those looking to take control of their financial future.