Robert D. Proctor, CFP™, CLU, ChFC, is the Owner of Shamrock Financial Planning, in Naperville IL. The mission of Shamrock Financial Planning is to Enrich the Quality of Life and Enhance the Financial Security of its clients. Shamrock specializes in Financial Planning and Wealth Management. Areas of experience include College Selection and Funding, Retirement Income Planning, Life Insurance Planning, and Investments. At Shamrock we feel it is critically important to focus on not only what a client wants to achieve but why. Qualitative planning enables us to understand our clients better and allows us to arrive at solutions consistent with client values. Quantitative planning helps us measure where clients are relative to their financial goals at that point in time. Solutions are based on both qualitative and quantitative metrics without bias as to products.Shamrock will not provide insurance or investment solutions to a client without a comprehensive planning process taking place. Like a physician we will not prescribe before diagnosis.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info section" above.Investment Advice offered through LPL Financial, LLC., a Registered Investment Advisor. Shamrock Financial Planning is a separate entity from LPL Financial.Third Party Posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Specialties: Life Financial PlanningRetirement Income PlanningCollege Planning and Funding