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  • 630.980.4121
  • 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

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

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

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

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

Saving for College

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

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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.

Managing Your Lifestyle

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

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Junk Drawer Approach to Investing

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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