- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- Middle Income Client Needs
Wheaton, IL 60189
Chicago, IL 60189
Hoan Taussig is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
As a Financial Advisor, Hoan supports all Timothy Financial clients and is the primary advisor for select clients. With her expertise in finance, accounting and technology, she is an integral part of the financial planning team and serves out of both the Wheaton and Chicago offices.
She joined Timothy Financial Counsel, Inc. in 2007 but has over 14 years of financial experience with an array of responsibilities throughout her career such as accounting, cost analysis, financial forecasting, loan underwriting, small business accounting and various other capacities.
Hoan graduated from Wheaton College with a Bachelors Degree in Business/ Economics, is a CERTIFIED FINANCIAL PLANNER™ professional and NAPFA Registered Financial Advisor.
She lives in Wheaton, Illinois with her husband, Tom, and their two children. They are active members of Wheaton Evangelical Free Church.
Planning SpecialtiesTimothy Financial offers hourly, fee only financial advice on virtually all areas affecting individuals and families (retirement, education savings, investments, insurance, estate planning, transition, etc.). We manage no assets, but would be happy to assist you with advice related to your investments in an hourly capacity; no long-term contracts and no minimums. Our client's net worth's range from $10,000 to $40,000,000. We can advise from the simple to the complex. A free initial consultation may help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.