Fleur-de-lis Financial

Lake Bluff, Illinois

Call (312) 748-7484 Visit website →

About

Fleur-de-lis Financial is a financial planning firm in Lake Bluff, Illinois that serves performing artists and their patrons. The firm guides clients through a structured planning process involving initial consultation, discovery meetings, financial organization, plan presentation, and ongoing reviews to address goals around retirement, insurance, and estate planning. The firm combines financial planning with investment management and operates on a transparent fee structure, though specific credentials and fee model details are not disclosed.

Firm details

Languages
English
SEC registered
No
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