Costello Financial Planning is a fiduciary fee-only financial planning firm serving the Bend, OR, Ann Arbor, MI, and Chicago, IL areas. Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself.
We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.
We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.
Services
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Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family and everything will take care of itself. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues.
Asset Management
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The team at Costello Financial Planning support and improve your assets through monitoring and maintaining their value and help you reach your financial goals through a fee-only based approach. When it comes to asset management, you want a financial planner that you can trust and have confidence in - one that's able to lend their experience and skills to your situation.
Comprehensive Financial Planning
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Gain insight and get support managing your assets with our team at Costello Financial Planning. With a fee-only approach, you are the only person paying us, so we make financial decisions based on your best interest and not the ones that pay commissions or give us kickbacks. Grow your assets and watch your ROIs thrive with professional and expert financial planning services from Costello Financial Planning.
Tax Savvy Financial Planning
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When there is money involved, taxes follow closely behind. So whether you're planning on donating or gifting money or are wrestling to lower your taxes in retirement, Costello Financial Planning provides tax solutions that keep to the money in the right place - your bank account! Costello Financial Planning mitigates taxes for our clients.
Estate Planning
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Estate planning is about taking care of your family and their future. A comprehensive estate plan considers many family essentials: power of attorney (POA), guardianship for your children, asset protection, tax planning, and planned giving. No matter where you are in the process, we believe that most families do not have conversations about money, because it is a hard topic.
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