Christopher  Long

Christopher Long

| CFP®, MBA

Long & Associates LLC

Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1200 N. Ashland Ave. Suite 501
Chicago, IL 60622
Christopher Long is a Fee-Only Finacial Planner.

Long & Associates offers both Full Financial Plans and Financial Reviews.

Full Financial Plan is best for clients who:
  • Have financial assets (including 401k plans) of >$250,000 and/or incomes >$200,000
  • Want a thorough review of their financial situation including:
    • Cash Flow
    • Investments
    • Estate Planning
    • Insurance
    • Retirement Scenarios
    • College Planning
    • Mortgages/Home Purchase Plans
    • What-if scenarios and understanding the trade-offs between short-term and long-term goals
    • Written Recommendations
    • Assistance with implementing recommendations
    • Ongoing assistance and support
    • Pro-active plan reviews
    • Asset Management
  • Want to delegate some of the execution of their investment management to a trusted advisor
  • Want a long-term relationship with a financial advisor

Financial Review is best for clients who:
  • Have financial assets of <$100,000 or incomes of <$150,000
  • Want a quick review of their investments, cash flow, estate planning, and insurance.
  • Are willing to execute the recommendations themselves.
  • Are willing to take notes during our meeting and do not need written recommendations.  (Client will be provided with some handouts).
  • Financial situation is fairly uncomplicated
 About Chris Long, CFP® NAPFA Registered Financial AdvisorTM  Formal Education
  • BA Yale University
  • MBA Stanford University
Designations
  • Certified Financial Planner ® (CFP®)
  • NAPFA Registered Financial AdvisorTM
  • Long & Associates is a Registered Investment Advisor
Affiliations
  • National Association of Personal Financial Advisors (NAPFA)
    • Served as National Board Member
    • Served as Midwest Region Chair, President
    • Chair of first NAPFA Investments Conference
    • Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his Vistage Group
  • The Crossroads Fund — Board Member, Finance Committee Member
  • Sarah's Circle — Served as Board Member, Finance Committee Member
  • Profit Sharing/401k Council of America Member
Press (partial list)
  • Wall Street Journal
  • Chicago Tribune
  • Money Magazine
  • BBC.com
  • ABC7-TV
  • CBS2-TV
  • Black Enterprise Magazine
  • Ladies Home Journal
  • WGN-AM Radio — Chicago