Reason Financial Advisors, Inc. (RFA) is an independent, fee-only financial advisory firm. We do not sell any investment or insurance products. The firm specializes in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them.
RFA advises clients on portfolio management issues including investment selection and monitoring. The firm also assists clients in developing financial independence through comprehensive financial planning. Areas addressed include goal planning, asset allocation, executive compensation, employer stock options, retirement planning, education funding, estate planning, and individual income tax planning. We work with clients existing attorneys, accountants and insurance professionals to create a team-based solution to solving financial issues.