Frequently Asked Questions (FAQs)

For over 25 years, Streamline Financial has helped people confidently navigate retirement.

While our office is based in Warrenville, Illinois, we work with clients nationwide.

Even though we have dozens of people reaching out to us each month, we take a highly personalized approach, and choose to work with just 1-2 new clients per month.

We charge a fee based on the assets we manage, and we only move forward when we can clearly quantify that the value we provide exceeds our fee.
At this time, we're not offering flat fee or hourly planning for new clients. 

As retirement specialists, our comprehensive planning includes tax efficient withdrawal planning, proactive tax planning, insurance guidance, Investment strategies, and estate planning support.

If you’d like to explore working together, reply to the recent email and we’ll set up a time to talk.

“It is so nice to be a client of yours. You folks have made my transition to retirement so easy and with so much financial confidence.”

—Mike and Ann Martin (Clients)

"Marcy and I could not be happier with the decision we made to begin working with Streamline!"

—Larry W. (Client)

"You're helping to make people's life stories possible."

—Alisa R. (Client)