Thomas  Nowak

Thomas Nowak

| CFP®

Quantum Financial Planning LLC

Fee Only Financial Planner Located in Grayslake, 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

31470 N. Ranch Road
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?

Thomas Nowak, CFP®, is founder and Principal of Quantum Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located near Grayslake, Illinois. He is a member of The Garrett Planning Network, Inc., a nationwide network of professional Fee-Only financial advisors. Founded by nationally-recognized CERTIFIED FINANCIAL PLANNER™ professional, Sheryl Garrett, members of the Garrett Planning Network share a common goal - to provide competent, objective financial advice to people from all walks of life on an hourly, as-needed basis. Tom is also a member of the National Association of Personal Financial Advisors (NAPFA), the largest professional association of comprehensive, Fee-Only financial planners in the United States.

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.