We provide personalized investment recommendations based on your personal financial situation, goals and preferences. When it comes to picking investments, we are independent (not affiliated with a bank, mutual fund company or brokerage firm) and do not have any commission incentives to recommend specific products. We provide investment advice for:
- No load mutual funds
- Company retirement plan (i.e. 401(k)) investments
- Index funds
- Socially responsible investing (SRI)
- Real estate investing
- Investment asset allocation recommendations
- Non-retirement account (i.e. trust, joint accounts) mutual funds
- Roth and Traditional IRA mutual fund recommendations
Mindful Money Financial Counsel, LLC is an Illinois registered Investment Advisory Firm.