Reason Financial Advisors, LLC
Reason Financial Advisors, Inc. (RFA) advises clients on portfolio management issues including investment selection and monitoring. The firm also assists clients in developing financial independence through comprehensive financial planning. Areas addressed include goal planning, asset allocation, executive compensation, employer stock options, retirement planning, education funding, estate planning, insurance planning, and individual income tax planning. RFA also offers modular planning on an hourly basis that is ideal for individuals whose financial lives are less complex or for those who are looking for assistance in only one or two areas of their financial life.
Reason Financial Advisors, Inc. (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. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them.