760 Village Center Drive
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Encore Careers: Push Your Boundaries
Finding the Balance
760 Village Center Drive
Burr Ridge, IL 60527
Meet the Team
Donna would like to thank her clients for voting her as one of the recipients for the "2020 Five Star Wealth Manager" award as seen in the November issue of Chicago Magazine.Over 25 years ago, Donna founded Burr Ridge Financial Services, Inc., as an independent practice in order to make available her expertise and 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-date advice and guidance to individuals, businesses and local government entities seeking comprehensive financial planning services including portfolio design, investment research and education.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,636 Chicago wealth managers were considered for the award; 356 (8% of candidates) were named 2020 Five Star Wealth Managers. 2019: 5,430 considered, 429 winners; 2018: 5,449 considered, 435 winners; 2017: 3,781 considered, 438 winners; 2016: 3,411 considered, 725 winners; 2015: 5,833 considered, 716 winners; 2014: 8,161 considered, 744 winners; 2013: 3,998 considered, 772 winners; 2012: 2,970 considered, 780 winners.
Committed to her profession, Donna has obtained a quality higher education through Northwestern University's Kellogg Graduate School of Business as well as earning the CERTIFIED FINANCIAL PLANNER™ mark from the College of Financial Planning. She also maintains continuing education requirements for several other registrations, licenses and certifications which she believes allow her to better serve her clients.
Both generic and specific recommendations accompany our comprehensive financial planning and wealth management services which include the following:
Clients of Donna Cainkar can 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 platforms called WealthLink (by eMoney) and NetX Investor 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.
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Estimate Your RMD
Choosing a Business Structure
The Facts About Income Tax