Brian Plain, CFP® - La Grange, Illinois

Address: 21 LaGrange Rd #200, La Grange, IL 60525.
Phone: 084069755.
Website: brianplain.com
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible entrance, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Brian Plain, CFP®

Brian Plain, CFP® 21 LaGrange Rd #200, La Grange, IL 60525

☎️084069755

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Brian Plain, CFP®, es un asesor financiero con una ubicación en LaGrange, IL 60525. Su dirección es

Address: 21 LaGrange Rd #200, La Grange, IL 60525.

. Puede contactarlo por

teléfono

en Phone: 084069755 o visitar su sitio web en

Website: brianplain.com

Especialidades

Entre las especialidades de Brian Plain, CFP® se encuentran:

Financial planner

Otros datos de interés

Algunas características y facilidades de la oficina de Brian Plain, CFP® son:

Online appointments
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible entrance
Restroom
Appointment required
Appointments recommended

Opiniones

Esta empresa tiene 1 reviews en Google My Business.

La opinión media es de 5/5.

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👍 Reviews of Brian Plain, CFP®

julie B.

5/5

Financial planning seems like one of those laborious, very grown-up things you should do but ultimately keep putting off doing. Thank heavens we found Brian.

As a household dependent on the incomes of two freelance creatives, our financial planning requires thinking through frequent fluctuations in income, self-managed retirement and health care planning and more. It had become a source of continual stress and not much action.

It is because of Brian that we don’t get into tiffs about money. It is because of Brian that we now have smart systems in place that make the day-to-day and future seem not only manageable, but sunny. It is because of Brian that we feel a sense of quiet confidence about where we are headed. Rather than feeling confused and overwhelmed, I feel more knowledgeable and empowered.

It’s one thing to have a good financial planner. It’s another to feel like that person is a partner.

When we first met with Brian, we also shared our crazy plan to take a long trip each year, working as we traveled but traveling nonetheless. Rather than tell us it was ridiculous--which would have been fair!--he sought ways to make it an actionable, possible part of our financial fabric.

While I am quite sure he’d be a banner addition to any family looking for guidance, we appreciate how he’s uniquely suited to work with people who work for themselves. It took searching to find someone who got it. Brian gets it. He’s curious about how our businesses run, eager to understand our priorities as a family (now and tomorrow) and willing to think creatively and pragmatically to help us make and meet our goals.

We feel immense gratitude to Brian for sharing his talents and time with us. Working with him is, quite simply, the best investment we’ve made in our family’s present and future.