CFP®, RICP®, FSA
Growing Fortunes Financial Partners LLC
Independent Fee-Only Financial Planner With Offices in Schaumburg, IL, Chicago, IL and Phoenix, AZ
Cheryl Krueger is a Chicago, IL fee-only financial planner. Growing Fortunes Financial Partners LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cheryl Krueger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Cheryl Krueger spent over 20 years working in the life insurance industry designing and pricing insurance and annuity products, monitoring insurers’ financial conditions, working in merger and acquisition appraisal situations, implementing asset/liability management processes and reporting, and improving companies’ performance through developing, implementing and monitoring strategic plans. She found that she did her best work developing solutions for complex problems and then explaining those solutions in everyday language.
Cheryl is a Fellow of the Society of Actuaries (FSA). This designation is attained through rigorous examinations designed to demonstrate expertise in risk identification and management, with an emphasis on risk issues in the insurance industry. Actuarial training encompasses mathematical topics as well as investment, product and financial knowledge.
If you are looking for a financial planning partner to help you realize a solid life plan, Growing Fortunes Financial Partners LLC stands ready to help you create the future your deserve. Contact Cheryl Krueger today for your complimentary Get Acquainted conversation. We’ll help you realize prosperity… for life.
Cheryl Krueger is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We are your partners in meeting your life goals. We see your potential to succeed in growing the fortunes that are most important to you. It’s not just about money – it’s about living the life you want to live.
We provide houly financial planning services. We do not have minimum income or net worth levels for our clients.
We do not sell investment or insurance products, and therefore can assure independent advice on financial topics. We do not manage your investments; rather we give you advice on how to build a tax-efficient, low cost index fund portfolio, including specific advice for each of your accounts.
We can meet with your attorney, accountant or other professional advisor to make sure that they understand their essential role in implementing your plan.
Once you have started to implement your plan, we are here to answer questions, to update it as needed, and to provide the encouragement you need to be successful.
The process looks like this:
- We offer a free initial “Get Acquainted” meeting in person or by phone. We ask you to bring a summary of your current financial position to this meeting.
- We will estimate the expected fee and tell you what information we'll need to get started on your plan. After the meeting, we'll send you a contract to review and sign.
- Once you sign your agreement, we'll get you signed up to our secure Client Website, where you can share your information securely, and send you an invoice to pay your deposit.
- At the end of the project, we will give you a written report of your plan and the steps you need to take to move forward.
- We recommend annual plan renewals to keep your plans on track. We want to keep your plan working for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Retirees and Near Retirees
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Cheryl Krueger is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Cheryl Krueger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Cheryl Krueger is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Cheryl Krueger
1901 N. Roselle Rd.
Schaumburg, IL 60195
200 W. Madison St.
Chicago, IL 60606
2942 N. 24th St.
Phoenix, AZ 85016