Business Details
17 Years
experience
Independent Financial Planning Services in Orland Park, IL
Brickwork Financial Planning was founded in 2009 with a mission to provide objective, unbiased financial advice. Our team of independent advisors brings decades of combined experience in helping small business owners, professionals, and families build secure financial futures. We prioritize client needs over institutional agendas, offering transparent planning processes without hidden incentives or product bias. Our fiduciary responsibility ensures every recommendation aligns with your personal goals. We specialize in foundational planning, investment management, retirement plan consulting, and insurance solutions tailored to individual circumstances.Our approach combines practical advice with comprehensive analysis of market conditions and risk tolerance. We maintain affiliations with trusted partners like 4Wealth Advisors, Inc. while operating independently to serve clients' best interests. Our commitment to clarity and confidence in financial decision-making has guided clients through complex economic landscapes since our inception.
Services
Foundational Planning
Investment Management
401(k) Consulting
Insurance Solutions
Details
- Year established: 2009
Highlights and features
- We operate as independent fiduciaries with no hidden incentives or product bias
- Our team brings decades of combined experience in financial planning and investment management
- We offer comprehensive retirement plan solutions for business owners and employees
- Our planning process connects financial goals directly to investment portfolio strategies
- We provide transparent fee structures and personalized service options
Services
Foundational Planning
Our foundational planning service creates personalized financial blueprints for clients at all life stages. Through comprehensive goal assessment and prioritization, we develop actionable strategies that address retirement planning, wealth accumulation, and risk management. This service establishes the framework for all subsequent investment and insurance decisions, ensuring alignment with individual financial objectives and risk tolerance levels.
Investment Management
We provide customized investment management solutions through our partnership with 4Wealth Advisors, Inc. Our process begins with evaluating risk tolerance and return requirements, followed by constructing diversified portfolios of stocks, bonds, and cash equivalents. As fiduciaries, we continuously monitor and adjust investments to adapt to changing market conditions and life circumstances while maintaining strict alignment with financial goals.
401(k) Plan Consulting
Our 3(21) Co-Fiduciary services support business owners in establishing and maintaining effective retirement plans. We offer comprehensive solutions including plan design, cost benchmarking, investment committee support, and participant education. Our approach focuses on delivering personalized services to trustees and employees through both on-site meetings and digital communication channels.
Insurance Solutions
We help clients protect their financial future through customized insurance strategies. Our solutions address life insurance needs, disability coverage, and long-term care planning to mitigate financial risks from unexpected life events. We evaluate individual circumstances to recommend appropriate coverage levels and policy structures that align with overall financial plans and estate preservation goals.
People
Terrence M. Heafey
Co-founder with extensive experience in financial services, specializing in retirement planning and investment strategies. Committed to providing independent advice that prioritizes client needs over institutional interests.
Ryan F. Kavois
Certified financial advisor focusing on practical planning solutions for small business owners and professionals. Brings technical expertise in portfolio management and retirement plan consulting.
Christopher C. Gonzales
Experienced advisor dedicated to helping clients achieve financial clarity through comprehensive planning processes. Specializes in connecting financial goals with appropriate investment and insurance solutions.
Questions
What services does Brickwork Financial Planning offer?
We provide foundational financial planning, investment management, 401(k) retirement plan consulting, and insurance solutions tailored to individual client needs.
Are you affiliated with any financial institutions?
We operate independently and are not affiliated with 4Wealth Advisors, Inc. Our independence ensures unbiased advice focused solely on client interests.
How do you work with small business owners?
We specialize in retirement plan consulting for business owners, offering 3(21) Co-Fiduciary services including plan design, cost analysis, and employee education programs.
What investment approach do you use?
We create customized portfolios based on risk tolerance and financial goals, continuously monitoring and adjusting investments to maintain alignment with your objectives.
How can I schedule a consultation?
Contact us at 708.590.6073 or visit our Orland Park office by appointment Monday-Friday 10am-5pm for personalized financial planning sessions.
