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  • 847.250.5693
  • 115 W Orchard Street
  • First Floor
  • Itasca, Illinois 60143
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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

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

How Income Taxes Work

A quick look at how federal income taxes work.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Inflation and Your Portfolio

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

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