Nancy Tani
CFP®, JD, MBA
Retire Secure Financial Planning, LLC
Managing Principal
Nancy Tani
CFP®, JD, MBA
Retire Secure Financial Planning, LLC
Managing Principal
As a fee-only Certified Financial Planner™ practitioner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nancy Tani, CFP®, JD, MBA
Fee-Only Certified Financial Planner™ professional located in Chicago (Evanston), IL, and serving clients in Cook and Lake counties, IL, and across the country.
Nancy Tani is an Evanston, IL fee-only Certified Financial Planner™ professional. Her firm Retire Secure Financial Planning, LLC provides comprehensive and objective financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. Retire Secure, as its name indicates, specializes in retirement planning for all clients, especially pre-retirees contemplating retiring in the next 10 -15 years. As a fee-only, fiduciary, and independent financial advisor, Nancy Tani is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Since she received her CERTIFIED FINANCIAL PLANNER™ designation in 2010, Nancy Tani, CFP®, JD, MBA, has worked as a fee-only financial planner and wealth advisor, most recently at Retire Secure Financial Planning, LLC. Prior to that, Nancy was a partner at another fee-only financial planning and investment management firm in Evanston, IL where she worked with clients in all areas of financial planning, including retirement, investments, tax, and estate planning. She also advised clients on financial matters in divorce/mediation situations. Lastly, she took the lead role in the research, construction and management of client investment portfolios, taking into account the client’s risk tolerance and goals, with an eye for maximizing tax efficiency and minimizing costs.
Having this one-on-one relationship with clients, coupled with the responsibility to act strictly in their best interests as a fiduciary, has made personal financial planning and investment management a very satisfying career choice for Nancy. She comes to this role with skills acquired over 25 years in finance (corporate, public and personal) and as an attorney at 2 large law firms, practicing corporate securities, M&A and contract law.
She earned her law degree and Master of Business Administration (MBA) from the University of Chicago. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and is also licensed to practice law in the State of Illinois.
Nancy Tani 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.
As one of the very few female-owned financial planning and investment management firms in the greater Chicago area, Retire Secure is dedicated to helping you achieve financial peace of mind. Though, as our name suggests, we have a special focus on retirement planning, we offer a full-range of financial planning and investment advisory and management services to fit your needs.
As a fee-only fiduciary advisor, we believe that a transparent, holistic approach is the
optimal way to help you reach your financial goals.
Fee-Only
The only compensation we receive is directly from our clients. We do not receive any commissions, referral fees or other forms of compensation from third parties.
Fiduciary
We are bound by a code of ethics to act strictly in the best interest of our clients.
We take this commitment very seriously.
Accessible
As a member of the Garrett Planning Network and the National Association of Personal Financial Advisors (NAPFA), we believe that everyone should have access to quality financial planning. Thus, we have no minimum net worth or income requirements.
Our Financial Planning Philosophy
At Retire Secure, we believe that effective planning is a continuous journey, not a one-time event. It starts with identifying and understanding your specific needs, goals, values and time horizons. Then, together with you, we use these inputs to shape planning recommendations designed to help you reach your financial goals. When you have a strategy and a financial plan, it's easier to make financial decisions and stay on track to meet these goals.
From our first meeting to plan implementation and ongoing monitoring, you’ll receive customized care based on your unique goals and needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Social Security Optimization
- Investment Consulting & Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Lawyers and Other Professionals
- Sudden Money Situations
- Women in Transition
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nancy Tani 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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Nancy Tani 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.
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Nancy Tani 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.
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Nancy Tani 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.
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Retire Secure Financial Planning, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Nancy Tani
Office Locations:
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2729 Sheridan Rd
Evanston, IL 60201
