Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
Quinn Financial Planning is a fiduciary fee-only financial planning firm dedicated to providing personalized, client-centric solutions. With over 32 years of experience in the Chicago area, our founder Timothy Quinn, a CERTIFIED FINANCIAL PLANNER, Certified Public Accountant, and holder of a Master's in Taxation, specializes in asset management, retirement planning, and tax optimization strategies. We prioritize your financial future through customized investment solutions tailored to individual risk tolerance and long-term goals. Our disciplined approach combines proactive market analysis with comprehensive estate planning reviews to ensure clients remain on track for retirement. As a NAPFA-registered advisor, we operate under strict fiduciary standards, offering transparent fee-only services without commissions.Our expertise extends to serving diverse client profiles including medical professionals, business owners, and individuals navigating life transitions. We maintain rigorous continuing education requirements to deliver up-to-date financial strategies while emphasizing clear communication and ethical responsibility. Our team's commitment to excellence was recently recognized through three consecutive Employee of the Month awards for our office manager, Molly the yellow lab. Located in Orland Park, Illinois, we serve clients across Illinois, Florida, and Wisconsin through in-person and virtual consultations.
Services
Asset Management
Retirement Planning
Tax Planning Strategies
Education Planning
Highlights and features
- We have 32 years of experience in personalized financial planning
- Our advisors hold CFP, CPA, and PFS professional credentials
- We operate under strict fiduciary duty with fee-only compensation
- Our team maintains advanced continuing education in tax planning
- We offer customized investment solutions for diverse client profiles
Associations and certifications
- Certified Financial Planner Board of Standards
- American Institute of CPAs (AICPA)
- DePaul University
Services
Asset Management
Our asset management services provide customized investment solutions tailored to individual risk tolerance and financial goals. We analyze market conditions and client needs to create diversified portfolios that balance growth potential with risk mitigation. Our disciplined approach includes regular portfolio reviews and adjustments to maintain alignment with evolving financial objectives.
Retirement Planning
We help clients achieve retirement goals through comprehensive analysis of current assets and future projections. Our planning includes portfolio optimization, Social Security strategy, and estate planning reviews to ensure financial security in retirement. We focus on creating sustainable income streams while minimizing tax liabilities during retirement years.
Tax Planning Strategies
Our tax planning services identify legal strategies to minimize tax liabilities and maximize after-tax income. We analyze investment portfolios for tax efficiency and implement strategies like tax-loss harvesting and optimal asset location. Our CPA-led approach integrates tax considerations into all aspects of financial planning.
Education Planning
We develop customized education funding strategies that balance college savings goals with other financial priorities. Our approach includes 529 plan analysis, financial aid optimization, and investment strategies that align with education timelines. We help clients navigate education costs while maintaining overall financial stability.
People
Timothy Quinn
Founder & Certified Financial Planner
Timothy Quinn is a CERTIFIED FINANCIAL PLANNER professional with 32 years of experience in Chicago. Holding CPA and PFS credentials, he specializes in tax-efficient financial planning strategies. As founder of Quinn Financial Planning, he focuses on fiduciary-based advisory services for diverse client profiles.
Questions
What financial planning services do you offer?
We provide asset management, retirement planning, tax optimization strategies, and education planning services tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate under strict fiduciary duty and only offer fee-only financial planning services without commissions or third-party incentives.
What credentials do your advisors hold?
Our lead advisor holds Certified Financial Planner™, Certified Public Accountant, and Personal Financial Specialist credentials with a Master's in Taxation.
How are your services priced?
We offer transparent fee-only pricing with no hidden costs or commission-based products, ensuring complete alignment with client interests.
In which states do you provide services?
We serve clients in Illinois, Florida, and Wisconsin through personalized in-person and virtual financial planning consultations.
Reviews (5)
Chris Andersen
Jan 18, 2018
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Retiring can be a nerve racking event , but working with Tim it immediately became exactly what my wife and I hoped it would be. The knowledge and expertise that Tim brings to the table gives a true sense of calm. You can always find individuals who know their profession but it's hard to find someone not only who knows his profession but also has a general concern about their client the way Tim does. I would strongly recommend Quinn Financial Planning to anyone who is looking for the personal touch.
Brian Kafka
Jan 14, 2018
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Tim has helped me out more times than I can count through the years. From financial planning, tax preparation and just general financial questions, he is always the first person I contact. Tim is courteous, dependable and honest, and I would highly recommend his services.
Kevin Scanlan
Jan 05, 2018
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I've always regarded myself as a knowledgable investor and have done well without any outside advise from a Financial Planner. As I was preparing for retirement, I though it wise to get a "second opinion". My research led me to Tim Quinn. I wasn't interested in a "big box" approach that many of the big firms offered. I wanted someone who shared my same values, would give my account the personal attention it deserved and be available when I needed some advise. Tim checked all the boxes and more. We've had good discussions on a variety of financial and retirement planning topics and he's help me
Nancy Olsen
Jul 07, 2017
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Expert professional financial advice and financial planning for retirement. Readily available, always professional and always with the customer in mind. I highly recommend Tim for your financial needs. Have been with him for years and have great progress to show for it.
Joe Collins
Jun 11, 2017
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I've known Tim Quinn for more than 15 years and there's no one I would trust more as my financial planner. Tim knows the business better than any of the others I worked with previously. His knowledge, combined with his integrity and dependability, are the reasons I'll never have to look for another financial planner. Simply put, I can't say enough good things about Tin Quinn as a financial planner and as a person! I'd recommend him without hesitation!
