Costello Financial Planning

Costello Financial Planning is a family-owned business that has been providing financial planning services since 2007. As a fiduciary fee-only financial planning firm, we are committed to acting in the best interests of our clients. Our team consists of experienced professionals, including a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), who are dedicated to helping clients protect and grow their wealth. We have offices in Bend, OR, and Chicago, IL, and we serve clients from all over the country.

Our Services

At Costello Financial Planning, we offer comprehensive financial planning services that are tailored to the unique needs of each client. Our goal is to help our clients build a stable financial future by providing expert guidance on a wide range of financial issues. Here are some of the services we offer:

• Financial Planning: Our financial planning services are designed to help clients create a roadmap to financial success. We work closely with our clients to understand their goals, values, and risk tolerance, and we use that information to create a customized financial plan. Our financial planning services cover a wide range of topics, including retirement planning, education planning, estate planning, and tax planning.
• Asset Management: We offer professional asset management services to help clients build and manage their investment portfolios. Our team uses a disciplined investment approach that is based on rigorous research and a deep understanding of the financial markets. We believe that a long-term perspective is essential to successful investing, and we work closely with our clients to create investment portfolios that are aligned with their goals and risk tolerance.
• Tax Planning and Preparation: As a CPA-led firm, we have a deep understanding of the tax code and how it impacts our clients' financial plans. We offer comprehensive tax planning and preparation services that are designed to minimize our clients' tax burden and maximize their after-tax returns.

Who We Serve

We work with clients who are looking for a trusted advisor to help them navigate the complex world of personal finance. Our clients typically have a total account size of $1,000,000 or more, although we do make exceptions for high-income earners and business owners. Here are some of the types of clients we work with:

• Trial lawyers
• Corporate retirement plans
• Small business owners
• High net worth individuals and families
• Generational wealth transfer

Our Approach

At Costello Financial Planning, we believe that successful investing is goal-focused and planning-driven. We work closely with our clients to understand their unique needs and develop a customized financial plan that is tailored to their goals and risk tolerance. We are committed to providing transparent, evidence-based advice, and we never receive any commissions or kickbacks from product sales. Our team is committed to building long-term relationships with our clients, and we believe that our advice, coaching, and services will be considerably greater benefit than our cost.

If you are looking for a trusted advisor to help you build a stable financial future, we would be honored to work with you. Please contact us to learn more about our services and how we can help you achieve your financial goals.