Exceptional client care makes Platania Financial the Best of the Best

Since 1991, Platania Financial has helped clients to and through their retirement years. The family-owned and operated business provides wealth management and retirement planning for individuals age 50 and older. Their team is dedicated to treating clients with the utmost care and respect. Providing personalized service that helps clients pursue their financial and life goals has garnered Platania Financial a Daily Herald Readers' Choice Best of the Best — Financial Planner award.

Jim Platania, CFP速, owner of Platania Financial, said the firm helps clients plan for retirement by looking at the big picture — what's most important and what they want to accomplish. From there, the team at Platania Financial takes an interactive approach in helping clients evaluate “what if” scenarios and retirement projections. They keep their recommendations straightforward and actionable to help clients follow through on their plan.

“We bring the client into the planning process so they can be at the center of the solution in pursuing their goals,” said Platania.

He and his son, Jim Platania, Jr, CFP速, CPA, conduct nearly every client meeting together as part of their team approach. In helping clients plan for retirement, Jim and Jim assist with everything from investment management and cash flow analysis to tax and estate planning. Bridget Platania, EA, oversees the firm's back-office functions and client support efforts, serving as Director of Operations.

The Platania Financial team helps clients align their money with their values.

“In order to manage wealth well it's important to dive deep into what the client's goals are and the type of lifestyle they want today and in the future. That's how financial planning and wealth management connect,” said Platania. “If we can help our clients create their financial plan, fund their financial plan, and stick to their financial plan, we've done our job.”

Both Jim and Jim Jr. are certified financial planner™ professionals with over four decades of combined experience in the industry. Conveniently located on Northwest Highway in downtown Arlington Heights, clients can easily stop by the “triangle building” for their spring and fall semiannual reviews. Platania believes the way they communicate, including face-to-face meetings, phone calls, virtual meetings, blog posts and YouTube videos, help to create an exceptional client experience.

“It's our goal to partner with our clients on every step of their financial journey,” said Platania. “People don't care how much we know until they know how much we care.”

For more information on Platania Financial, visit www.plataniafinancial.com.

Jim Platania, CFP速 and Jim Platania Jr, CFP速, CPA are Financial Consultants at Platania Financial Inc., located at 2 W. Northwest Highway, Arlington Heights, IL 60004.

Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC.