Henry Gorecki
CFP®
HG Wealth Management
Retirement Income Specialist
Henry Gorecki
CFP®
HG Wealth Management
Retirement Income Specialist
It’s absolutely critical to strategically line-up your retirement income sources. When should you file for social security benefits? Do you have enough money saved? Should you work a little longer? How about annuity income? I assist my clients in answering these questions and many more. - Henry Gorecki, CFP®
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Henry Gorecki is a Chicago, IL fee-only financial planner. HG Wealth Management provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Henry Gorecki is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Henry Gorecki is the owner and founder of HG Wealth Management LLC.
Through HG Wealth Management he specializes in financial planning and investment portfolio design. As a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years in the financial services industry, Henry has a solid foundation for helping his clients manage their financial concerns and pursue their goals. He acts as an advocate and consultant for his clients. His Fee-Only compensation structure minimizes conflicts of interest.
Henry strives to understand his clients’ concerns about risk and how it affects their ability to build wealth. Among his professional accomplishments, Henry is very proud of the many lasting relationships he has built with his clients that stretch 25 years and beyond. He has received numerous honors and awards and has worked in various aspects of finance and wealth management in New York and Chicago.
In 2003 Henry completed DePaul University’s Financial Planning Certificate Program and earned his CFP® certification. He earned an MBA in Finance and Marketing at The University of Michigan in 1986. Henry completed his undergraduate studies at The University of Chicago earning an AB In Economics in 1982.
In addition to his professional pursuits, Henry is actively involved in leadership roles in his community. Henry served as President of The University of Michigan Business School Alumni Club of Chicago and recently served on the Reunion Host Committee for his class at The University of Chicago. Living in downtown Chicago, Henry loves to run along the lake and explore various neighborhoods. In celebration of his 50th birthday Henry traveled to Tanzania to summit Mt. Kilimanjaro.
Henry Gorecki is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only Structure is Important: HG Wealth Management works on a Fee-Only basis.
To minimize conflicts of interest, we are paid only by our clients. This is what's referred to as "fee-only." We never accept commissions. Hence, our advice is not influenced by the purchase or sale of a financial product. Unfortunately, the vast majority of financial advisors in the United States are sellers of financial products. Some or all of their income may be dependent upon their ability to steer their clients to a limited number of the many financial products available today. These advisors include stockbrokers, insurance agents, accountants, and attorneys, as wells as financial planners. Our Fee-Only structure greatly minimizes conflicts of interest.
Fiduciary Responsibility
We act as a fiduciary for our clients. That means that we will exercise our best efforts to act in good faith and in the best interests of our clients. We will provide written disclosure of any conflicts of interest, which may compromise our impartiality or independence. We do not receive commissions. Furthermore, HG Wealth Management does not receive any fees or other compensation from another party based on the referral of a client or the client's business.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Henry Gorecki is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Henry Gorecki is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Henry Gorecki
Office Locations:
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401 N Michigan Ave.
Suite 1200
Chicago, IL 60611
