Our Firm

MISSION STATEMENT:

To be responsive to the business and personal planning needs of my clients by providing analysis and recommendations with honesty and integrity, offering the personal advice and service I would expect to receive myself if faced with similar circumstances.

Karen Ibach, CFP®, is located in Arlington Heights, Illinois plus a branch office in Itasca, Illinois. Since 1982, Karen has been providing complete financial planning services to a clientele of successful individuals, professionals, business owners and retirees. 

A Financial Objective, with a Plan, can be a dream come true . . .

* Do you wish to work with a seasoned CERTIFIED FINANCIAL PLANNER® Practioner with 27+ years of experience?

* Do you like your phone calls returned promptly? 

 * Do you prefer talking to someone who will explain complicated concepts in an easy to understand language?

* Do you prefer working with someone who takes the time to educate you on the pros and cons of your decisions?

 * Do you want to work with someone whose priority is your success?

 * Do you want someone who is independent and has numerous financial, investment and insurance resources?

* Do you wish to work with someone whose priority is building a long term relationship with you and your family?

 * Do you like to work with someone who will give you a good chuckle now and then?

 CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.