Kuhl Financial Services

  • Comprehensive Fee Only Financial Planning. 
  • Fees may be paid by quartely retainer, fixed amounts for specific projects, or hourly.
  • Offer the experienced services of a CPA since 1972, a Personal Financial Specialist (PFS) since 1996, and a NAPFA Registered Financial Advisor since 1997.  
  • A PFS is financial planner who is first a CPA.
  • Only about 1% of CPAs are also Personal Financial Specialists (PFS).
  • Tax Returns and Tax Planning.
  • Retirement Planning and Distribution Planning.
  • Investment Planning.
  • Estate Planning.
  • College Funding Planning.
  • Insurance Planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

115 Green Bay Rd Lake Bluff, IL 60044-2303 Phone: (847) 615-7245 Fax: (847) 615-7275

Primary Office

115 Green Bay Rd Lake Bluff, IL 60044-2303 Phone: (847) 615-7245 Fax: (847) 615-7275