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Heather Locus, CPA, CFP®

Balasa Dinverno Foltz LLC

500 Park Blvd
Suite 1400
Itasca, IL 60143-1272
Phone: (630) 875-4904
Fax: (630) 875-1150

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

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