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  • 630.980.4121
  • 125 Fairfield Way 
  • Suite 260
  • Bloomingdale, IL 60108
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Welcome to Schoen Financial Advisors

We Listen, We Educate, and We Plan. Most importantly, we connect with our clients. Once we have a clear understanding of where you are today and where you hope to go, we give you the tools you need to get there. We believe in using proven research and data to identify dependable strategies for long-term success. We can help you filter through the Wall Street noise and hype to find real results that match your unique investment style and objectives.

Whether you have a young family, are facing retirement, or own your own business, we pledge to give you more than you expect in a financial advisor — and be there for you through every step of your financial journey.

Find out more about what makes so many people choose Schoen Financial Advisors.

We Listen

Schoen Financial Advisors - We Listen

Your best financial plan must be inspired by you, your vision, your timeline, your investment style. We find out who you are and where you want to go.

We Educate

Schoen Financial Advisors - We Educate

We know our clients sleep better at night understanding the concepts, products and strategies we’re using.

We Plan

Schoen Financial Advisors - We Plan

Together with you, we build a custom roadmap — a unique financial plan that helps you see the target ahead and how to get there.

Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?


Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

How Income Taxes Work

A quick look at how federal income taxes work.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?


The market is as unpredictable as the weather. We’d love to help you prepare.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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