Financial Elements, Inc. is a boutique full-service fee-only financial planning firm offering comprehensive financial planning and investment management tailored to your individual needs. Wherever you are on your journey, whether just starting out in your working life, focused on taking care of your family, anticipating retirement, or enjoying the fruits of your labors, Financial Elements can help.
Services include:
Goal setting
Investment advice and management (if desired)
Retirement planning
College planning
Cash flow/budgeting/saving
Insurance Review
Estate Planning Review
In our work with clients, our objective is to integrate dollars and cents with common sense and compassion. We’ll help you determine what financial stability means to you and design the best plan for you, ensuring that all the pieces and parts are working together, in sync with your goals and dreams.
One of our primary objectives is for you to feel comfortable with the financial planning process. Your questions are important, your goals are the number one priority, and your financial security can be within your reach. We will always provide honest and thoughtful answers to your questions as we help develop a strategy to enable you to achieve your objectives.
Brenda Knox CFP® AIF®, President & Founder of Financial Elements, enjoys working with all types of clients and helping them meet their financial goals by providing holistic financial planning services and investment management. She has been a fee-only planner for over 21 years and looks forward to helping clients meet their life goals. We offer a complimentary initial consultation to see if our firm is a good fit for your needs. Learn more at https://www.financialelementsinc.com
Company Details
- Employees
- 2
- Founded
- -
- Address
- Rolling Meadows, Il
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialelementsinc.com
- Keywords
- Financial Planning, Budgeting, Investment Management, College Planning, Retirement Planning, Cash Flow Management, Asset Allocation, Estate Planning, Insurance Review, Life Planning.
- HQ
- Rolling Meadows, IL
- Competitors
- Leonetti & Associates.
Financial Elements, Inc Questions
Financial Elements, Inc's website is financialelementsinc.com
Financial Elements, Inc's LinkedIn profile is https://www.linkedin.com/company/financial-elements-inc
Financial Elements, Inc has
2 employees.
View email and phone details for 2
employees at Financial Elements, Inc.
Financial Elements, Inc's industry is
Financial Services
Financial Elements, Inc's top competitors are
Leonetti & Associates.
Financial Elements, Inc's categories are Financial Services
Financial Elements, Inc's founding year is 2008
