What We Do

At Shallcross Financial Planning, our main service is to provide you an objective and comprehensive fee-based financial plan. Our team of professionals provides innovative custom wealth management resources with the personal attention and care needed to establish successful client specific financial blueprints. Our clients range from executives, to professionals, to business owners, to retirees. As a team we strive to achieve the best possible client experience using Custom Wealth Architect™ process, driving our advisors to be listed as a “Five Star Wealth Advisor” in the 2013 November issue of Chicago Magazine. 

Collectively we are able to bring experience to the financial planning process that gives our clients fully cohesive plans concentrating on Estate Planning Strategies, Retirement Income Planning, Investment Portfolio Review, Tax Reduction Strategies and Insurance and Personal Risk Management.

Shallcross Financial Planning is founded on high ethical standards while maintaining all internal and external relationships. We take our job seriously and hold ourselves above the bar, just like you should expect from your financial team. We strive for 100% fact-founded decision making leading to better decisions, greater flexibility and a higher degree of satisfaction by our clients.


*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were nominated for the award. Neither the advisors nor their parent firm paid  a fee to FSP for the nomination, promotion or receipt of the award. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success.