Thomas Nowak (CFP®)

Thomas Nowak focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

Tom is a member of The Garrett Planning Network, Inc., an international affiliation of professional Fee-Only financial advisors, founded by nationally-recognized CERTIFIED FINANCIAL PLANNER(TM) professional, Sheryl Garrett. Tom has successfully completed DePaul University's Certificate of Financial Planning program (2004) and holds property, casualty, life, accident and health insurance licenses with the State of Illinois in order to be able to provide comprehensive financial planning when requested (no product sales, however, insurance or otherwise!).

Additional Information

Tom has worked for 30 years as a technical problem-solver for Abbott Laboratories before taking his long-time interest in financial planning topics to the next level. Tom's decision to form an independent financial planning advisory firm was based on his desire to serve individuals who want to achieve the benefits of professional personal financial planning - without the inherent conflicts of interest associated with traditional commission-based investing and without the costs associated with ongoing asset management fees, retainers, or long-term contracts. As an hourly Fee-Only planner, Tom works solely for his clients and does not receive commissions form the sale of any financial products. Tom is the author of Low Fee Socially Responsible Investing: Investing in your worldview on your terms and Low Fee Vegan Investing: Taking veganism to the next level.

NAPFA Start Date

October 24, 2006

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This Office

31470 N Ranch Rd Grayslake, IL 60030-9767 Phone: (847) 767-1682 Fax: (847) 362-0351