We provide personalized investment recommendations based on your personal financial situation, goals and preferences.  When it comes to picking investments, we are independent (not affiliated with a bank, mutual fund company or brokerage firm) and do not have any commission incentives to recommend specific products. We provide investment advice for:

  • No load mutual funds
  • Company retirement plan (i.e. 401(k)) investments
  • Index funds
  • Socially responsible investing (SRI)
  • Real estate investing
  • Investment asset allocation recommendations
  • Non-retirement account (i.e. trust, joint accounts) mutual funds
  • Roth and Traditional IRA mutual fund recommendations

Mindful Money Financial Counsel, LLC is an Illinois registered Investment Advisory Firm. 

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