Coyle Financial Counsel, LLC
Fee-Only Financial Planner Serving the Entire Metro Chicago Area
I love working with all types of families but I have a particular affinity for financial planning for families with special needs. Having an older brother who has Cerebral Palsy I have firsthand experience with the emotional and technical complexities associated with building an effective plan for families in this situation.
Coyle Financial Counsel is the forward thinking innovative team serving families with complex financial situations. We help our clients achieve clarity and confidence by leveraging our highly skilled staff and effective technology. We do this while maintaining a personal touch.
I have enjoyed my involvement with Hearts for Honduras and participated in five missions. The organization began its mission to help Hondurans in the village of Montanuela rebuild their lives following the devastation of Hurricane Mitch in 1998. This experience has helped me develop my collaborative skills in a culture much different than one I normally live.
John Dragstrem 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
Relationship, Leadership and Capability
With success comes complexity. You're looking for a trusted partner to help guide and advise you on keeping your financial house in order. The large, status quo financial institutions have lost their personal touch. You want an organization that is attuned to your needs with a focus of providing deep support to help you anticipate and adapt to ongoing changes.
Coyle has provided financial counsel to successful families since 1972. Our team of seasoned professionals focuses on providing you and your family with clarity, ongoing education and simple yet elegant solutions to support your ongoing wealth and legacy planning. Our mission is to help you build upon the foundation of your past success, support your objective of achieving continual growth, and facilitate your ability to embrace new opportunities.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Dragstrem 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.
John Dragstrem 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.
John Dragstrem is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact John Dragstrem
316 W. Roosevelt Road
Wheaton, IL 60187
2700 Patriot Blvd
Glenview, IL 60026