At a Glance
We have been serving our clients for over 42 years
We work for you - not a bank, brokerage, or insurance company
98% of our service is fee based. 1% on assets managed, or an hourly rate. We do receive a commission on some term-life insurance transactions
By law, your interests are put ahead of ours
Our CERTIFIED FINANCIAL PLANNER™ Professionals have over 47 years combined experience
Our personal money is invested the same way as our clients'
When you make more, we make more
Jim started Woodfield Planning Corp. in 1982 as a personal financial planning firm. In 1986 he added residential mortgages to his offerings. In 2011 the mortgage division of the business was sold to Wintrust, a Chicago based financial services firm with over 20 billion in assets. The financial planning division, Woodfield Financial Advisors, Inc., relocated to Deer Park, IL. WFA is an SEC Registered Investment Advisor.
We are most proud of the long term trusted relationships that we have with our clients and employees. One of our original financial planners, Don Monsen is still with the firm 34 years later. Our youngest member, Martin Konsor started as a client. He was referred by his in laws who have been with the firm for over 30 years. We have clients that have been with us for as long as 39 years. Many fall in to the 20 to 25 year range.
Why do we have so many loyal individuals and business owners? They tell us it’s because we have always given them honest, solid financial advice. We pay attention to detail and we always look out for their best interest. We know our clients well and focus on delivering good old fashioned personal attention.