- 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
Grayslake, IL 60030
Thomas Nowak 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?
Tom completed DePaul University’s Certificate of Financial Planning Program (2004) and holds property, casualty, life, accident and health insurance licenses with the State of Illinois in order to be able to provide comprehensive financial planning when requested (no product sales, however, insurance or otherwise!).
Tom has worked for 30 years as a technical problem-solver for Abbott Laboratories before taking his long-time interest in financial planning topics to the next level. Tom’s decision to form an independent financial planning advisory firm in 2005 was based on his desire to serve individuals who want to achieve the benefits of professional personal financial planning – without the inherent conflicts of interest associated with traditional commission-based investing and without the costs associated with ongoing asset management fees, retainers, or long-term contracts. As an hourly Fee-Only planner, Tom works solely for his clients and does not receive commissions from the sale of any financial products.
Tom resides just outside of Grayslake, Illinois, in unincorporated Libertyville Township, with his wife, Julie, and has two daughters. Tom’s outside interests include traveling and gardening, with an emphasis on the use of native plants. During income tax season, Tom has served as a volunteer tax preparer with the Center for Economic Progress and the AARP Tax-Aide program.