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Charles Horonzy (CFP®, CPA)

Charles Horonzy focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi, I’m Charlie. I’m glad you’re here.

I am a fee-only financial planner in Chicagoland.

I provide tax-efficient retirement planning for people in Chicago and across the country.

My philosophy is "You worked hard for your retirement. Don't let Uncle Sam tax it away!" Because we are CPAs, we are also able to integrate tax planning and preparation into our planning and services. We have a complete view of your financial picture so that we can help save you the most money at tax time.

As a fee-only firm, we are only compensated by our clients. We do not accept fees for recommending products. Because of this, I take pride in offering recommendations that benefit each client's individual goals.

In my free time, I enjoy checking out the different neighborhoods of Chicago; biking on the wonderful lakefront trail (which I hardly do enough!); and volunteering at a variety of organizations including, the Financial Planning Association, my church, and LadderUp, a not-for-profit tax assistance program.

I look forward to learning about what drives you, so together we can build on your finances and help you live your best life.

NAPFA Start Date

July 16, 2018

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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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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

21 S La Grange Rd La Grange, IL 60525 Phone: (847) 906-3049
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