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Welcome to Long & Associates |
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Independent Fee-Only™ Advisor in Chicago, IL Chris Long, CFP® |
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What’s New
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Are you seeking to work with a Fee-Only™ financial advisor who has taken a written pledge to put client interests first? Do you want to work with someone who does not sell products or accept commissions? Are you not sure if you are on track to meet your life goals? (early retirement, career change, paying for children's college education)? Have you recently inherited money and want to know what to do with it? Are you in a domestic partnership but don't know if you have done everything you should be doing to protect your assets? Do you want someone to take a holistic look at all of the aspects of your financial life (insurance, investments, savings, cash flow/budgeting, borrowing, retirement, career plans) and work with you so you can make informed decisions understanding the trade-offs involved? If you answered “yes” to any of these questions, take the quiz to see if you could become our next client!
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What’s New
Are you responsible for your organizations 401k or 403b and want to understand it better? Do you have between 25 and 500 employees eligible for the plan? Do you want to know all of the costs in your plan including the hidden costs? Are you not sure if your employees are making good investment choices in their accounts? Are you uncertain if your plan is meeting all of its current and future regulatory requirements? Are you interested in improving your plan? If you answered “yes” to any of these questions, take the quiz to see if Long & Associates can help.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.” |
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