Cheryl Krueger, CFP®, FSA

Contact Information
  • 1901 N. Roselle Road, Ste. 800
    Schaumburg, IL 60195
  • 125 S. Wacker Dr., Ste. 300
    Chicago, IL 60606
  • (847) 230-9636
  • http://growingfortunes.com/

 

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Cheryl Krueger, CFP®, FSA

Growing Fortunes Financial Partners, LLC

I started my firm, Growing Fortunes Financial Partners, LLC, in 2007 to help couples and singles as they prepare financially for retirement.  My primary goals are to eliminate anxiety around money and to proactively address important decisions and financial adjustments that come with retirement.

One of the key philosophies of my practice is that it is never too soon or too late to begin planning for retirement. If you’re young and don’t have much in the way of retirement savings today, I’d like to help you grow your savings to provide financial freedom in your future. And if you’re close to retirement, I can help you make critical decisions around spending and using your important resources, like Social Security, pensions, and retirement savings, wisely.

Another key philosophy of my practice is that I focus primarily on providing true financial planning, covering not only your investments but your financial environment – starting with such basics as spending and emergency funds up to issues such as insurance and estate planning needs. I offer a web portal that helps clients organize and understand their finances and also helps me provide efficient services on demand.

Charges are either hourly or on a subscription basis.

About Me

I have spent my entire career in the financial services industry. I started as an actuary in the life insurance and annuities area.  After over 20 years working on behalf of corporations, I decided to use my knowledge of finances and risk management to help people navigate the important priority of retirement.

I combine expertise in risk identification and management with my financial planning skills to help individuals meet their retirement and other life goals. I provide independent advice without product sales or commissions.

I am a Certified Financial Planner™ professional. I earned my Bachelors of Economics at the University of Nebraska, and am a Fellow of the Society of Actuaries.

Services
Financial Planning
Retirement Planning
Investment Advice
Professional Designations
CERTIFIED FINANCIAL PLANNER™
practitioner
Fellow, Society of Actuaries (FSA)
Memberships & Associations
National Association of Personal Financial
Advisors (NAPFA)
Society of Actuaries
Garrett Planning Network
Additional Info
Accepting New Clients
Social Links