Find the Certified Financial Planner™
Who's right for you.

Karen L. Derose, CFP®, CRPC®

DeRose Financial Planning Group

1565 Crabtree Ln
Deerfield, IL 60015-2005
Phone: (773) 867-3631
Fax: (773) 693-2531

Household Income Minimum: $100,000
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Karen is a CERTIFIED FINANCIAL PLANNER® Professional and Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.