Reason Financial Advisors, LLC
Reason Financial Advisors, LLC (RFA) is an independent, fee-only financial advisory firm. We specialize in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. We primarily work with clients on an ongoing basis. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them.
Areas addressed include goal planning, asset allocation, investment management, executive compensation, employer stock options, retirement planning, education funding, estate planning, insurance planning, and individual income tax 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.