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
- 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!" A typical retirement planning services scope of work may include: Tax amendments Tax planning Investment review Portfolio analysis Insurance review Estate planning collaboration with your attorney Goals visualization Year-end tax planning College planning Budgeting Tax loss harvesting Analysis of concentrated positions Asset location for tax efficiency Social Security Medicare guidance Charitable giving strategies
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.
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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