streamlineplanning.com Open in urlscan Pro
199.60.103.42  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * Home
 * Services
   * Investment Management
   * Retirement Planning
   * Tax Reduction
 * Resources
   * Blog
   * Free Resources
 * Give Back
 * Contact

Client Login



THINKING ABOUT YOUR RETIREMENT?


OUR FREE PLANNING SESSION CAN HELP YOU TAKE CONTROL OF YOUR RETIREMENT &
FINANCIAL LIFE.

GET STARTED

“At all times when providing Financial Advice to a Client, a CFP® professional
must act as a fiduciary, and therefore, act in the best interests of the
Client.”

~ CFP Board




WHEN PEOPLE ARE LOOKING TO HIRE US, A FEW COMMON THINGS WE HEAR ARE…

“ How can I pay the least amount of tax over my lifetime? ”

“ I don’t have a good tax-efficient withdrawal strategy. ”

“ My advisor seems to focus on investments but doesn’t specialize in tax
planning and retirement income planning. ”

“ Should my investment strategy change now that I’m close to or in retirement? ”

“ Want to see if a free planning session is right for you? ”




WHAT OUR CLIENTS SAY


"YOU ALL DO SUCH A GREAT JOB FOR US.
I'VE FINALLY TRANSFORMED INTO THE GUY WHO DOESN'T WORRY ABOUT HIS MONEY
ANYMORE."


—DAVID L. (CLIENT)


"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 (CLIENT)


"WE ARE JUST SO IMPRESSED WITH STREAMLINE AND THE SERVICE WE ARE GETTING.
WE TRUST YOU COMPLETELY AND WE LOVE GETTING TO BE PART OF A FAMILY."


—MATT L. (CLIENT)

Streamline Financial has not provided any compensation for the testimonials
shown. The testimonials shown have been selected from among all client feedback.
To our knowledge, no other conflicts of interest exist regarding these
testimonials.



YOUR TEAM

DAVE ZOLLER


CFP®

One of the biggest mistakes we see is when people don’t coordinate their
financial plan with proactive tax strategy. It may sound mind-numbingly boring
to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the
synergy between these key areas.



TIM MEISENHEIMER


CFP®, CFA

Tim has been helping families for over 13 years leverage their wealth to change
the world. He combines all parts of our clients' financial lives to create a
coordinated plan that positions them for the greatest amount of impact.



LUKE HOFSOMMER


CFP®, CFA

Luke Hofsommer is a CFP® and CFA charterholder who’s been helping clients plan
their future for over 5 years. He is passionate about helping people make good
financial decisions that they will be proud of in the future.



SEAN FORD


CFP®, CFA, RICP®

Sean is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA),
and Retirement Income Certified Professional (RICP®) who’s excited by serving
our clients and helping reduce the anxiety that comes with making major money
decisions.



MATT FUHRMAN


CFP®, EA

Matt is a CFP® with a background in tax and accounting. He has helped clients
optimize the financial and non-financial aspects of their lives for over 7 years
through wise management of their resources. His favorite part of working with
people is helping to remove their burdens by coming alongside them as their
partner and advocate.

CAROLYN RAUSCH


FPQP®, Client Service Specialist

The amount of paperwork that’s needed in the financial industry can sometimes be
overwhelming for our clients. Carolyn’s here to make it as easy as possible for
you so that you can save your time for things you actually enjoy doing. She’ll
also help you with any account-related questions that come up.

CAITLYN KARL


CRPC®, Client Service Associate

Caitlyn is Series 7 & 66 registered and has 8 years of experience caring for
clients in the Wealth Management industry. She welcomes new clients into our
Streamline Family and walks alongside them while making the transfer process as
seamless as possible.

MELISSA CABRAL


Client Service Associate

Melissa manages our Client Service Matrix to ensure you’re getting the best care
possible from our team. You can reach out to her in order to schedule meetings
with your advisor.

BILL HOLBROOK


Executive Coach

Bill has over 15 years of experience leading teams and individuals to achieve
remarkable results. He conducts workshops and trainings across the U.S. for both
for-profit and non-profit sectors. He specializes in executive leadership, team
building, employee engagement, and tools like Gallup StrengthsFinder, Emotional
Intelligence, and Myers-Briggs. As a coach, he helps clients create
transformative changes in their lives and organizations.


WANT TO SEE IF A FREE PLANNING SESSION IS RIGHT FOR YOU?

START HERE


CHECK THE BACKGROUND OF OUR ADVISORS ON FINRA’S BROKERCHECK.

DISCLOSURES

Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC.
Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a
Registered Investment Advisor. Streamline Financial Services is not affiliated
with LSS or LSIA. LSS is affiliated with LSIA.
Licensed for securities in AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, MD,
ME, MI, MN, MT, NC, NV, NY, OH, OR, SC, TN, TX, VA, WI, WY
Licensed for insurance in AR, AZ, CA, CO, FL, IL, IN, MD, MN, NC, OH, SC, TN,
TX, WI, WY.

(630) 355-5955
27575 FERRY RD, SUITE D
WARRENVILLE, IL 60555