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Stahel Financial Planning, Ltd.
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Independent, Fee Based Financial Planning and Wealth Management Services Stahel Financial Planning, Ltd.
Address541 N. Hough St. #303 Barrington IL 60010 USA
Phone+1 (847) 526-9040
Contact personJim Stahel
Working hoursMon - Fri:9AM to 5PM - Sat - Sun:Closed

We offer professional financial and investment advisory services for a percentage of the assets under management and/or net worth. We also offer a comprehensive financial plan which may include net worth, cash flow, insurance and tax review, college planning, retirement plan, estate plan, investment planning, and implementation plan for a fixed fee. Notably, none of our plans are “one size fits all” plans. Every plan is customized to fit your needs because everyone’s requirements and goals are different. We offer a very flexible and competitive fee arrangement for maintaining the financial plan, and management of your assets. Jim Stahel, CFP, founder and owner of Stahel Financial Planning, Ltd., is a Certified Financial Planner and Registered Investment Advisor who has been active in the financial services field since 1976. Jim serves clients throughout Chicagoland including the suburbs of Long Grove, Lake Zurich, Barrington, Libertyville, Lake Forest, Hawthorn Woods, Kildeer and Mundelein.


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