We hope you enjoy some of the many educational tools and up-to-date information that we are providing to help you as our valued client or honored guest. Please feel free to share its information with those whom you care about.
Donna would like to thank her clients for voting her as one of the recipients for the "2018 Five Star Wealth Manager"award for 'Overall Client Satisfaction'as seen in the November issues of Chicago Magazine. Over 25 years ago, Donna founded Burr Ridge Financial Services, Inc., as an independent practice in order to make available expert and unbiased advice that would be properly aligned to a client's best interests. Her mission is to serve her community and clientele by providing trustworthy, up-to-the-minute advice and guidance to individuals, businesses and local government entities seeking comprehensive financial planning services including portfolio design, investment research and education.Committed to her profession, Donna has obtained a quality higher education through Northwestern University's Kellogg Graduate School of Business as well as obtaining her designation as a Certified Financial Planner® from the College of Financial Planning. She also maintains continuing education requirements for several other registrations, licenses and certifications which allow her to better serve her clients.
Financial planning is a process, not a product. Each client's personal circumstances and financial goals may change over time as well as the tax and regulatory environments, economic cycles and market conditions in which their investments are managed. Burr Ridge Financial Planning Services, Inc., strongly believes that the ongoing monitoring of a client's financial plan, portfolio performance and risk/reward profile are the keys to success for her clients.
Both generic and specific recommendations accompany all of our comprehensive financial planning and wealth management services which include the following:
Clients of Burr Ridge Financial Planning Services, Inc., appreciate the level of personalized service, commitment and expertise that they deserve and know that they can count on. Clients also have 24/7 access from any computer to our website with a direct link to our state-of-the-art integrated platform called NETX360 for review of their consolidated financial statements. Features include complete transaction and personal portfolio performance history information, their updated personal financial plan(s) and the "what if?" alternate scenarios that have been developed. Additionally available are current investment research materials, calculators and other valuable portfolio management and educational tools.