Resonant Financial, LLC
We will provide answers to your questions, such as: Am I budgeting my income sources affectively? Am I on track to enjoy my desired lifestyle in retirement? How much should I save for my children’s college education? Which investments are appropriate for me? How can I optimize my taxes now and in retirement? How much and what type of insurance do I need? How can I ensure my estate functions according to my desires?
Resonant Financial is an independent, Fee-Only financial planning and investment advisory firm based in Round Lake, Illinois. We are here to help you evaluate the various demands on your finances and establish a flexible, lifelong process to meet them. We can help resolve a specific financial issue, or develop a comprehensive plan to get you started on a methodical approach towards achieving your goals. Whether you are starting a career or approaching retirement, a financial plan can give you valuable tools to maximize the benefits from your earning and savings. Our values 1. Only work for your best interests – we do not accept third party revenue of any kind. 2. Bring to bear our substantial financial knowledge and experience to provide sound advice. 3. Make education the core of any solution for you. 4. Believe in and promote market efficiency; help make low cost, diversified investments. Resonant Financial is an independent, Fee-Only financial planning and investment advisory firm based in Round Lake, Illinois. We are here to help you evaluate the various demands on your finances and establish a flexible, lifelong process to meet them. We can help resolve a specific financial issue, or develop a comprehensive plan to get you started on a methodical approach towards achieving your goals. Whether you are starting a career or approaching retirement, a financial plan can give you valuable tools to maximize the benefits from your earning and savings. Our values 1. Only work for your best interests – we do not accept third party revenue of any kind. 2. Bring to bear our substantial financial knowledge and experience to provide sound advice. 3. Make education the core of any solution for you. 4. Believe in and promote market efficiency; help make low cost, diversified investments. Who We Are: Vip Patel, CAIA, is the Founder and President of Resonant Financial, LLC. Vip has 14+ years of financial services industry experience at leading banks, including JP Morgan, Merrill Lynch, and Citigroup. He has served in a variety of capacities including in risk analytics, product management, pricing, and corporate finance management. Vip received his MBA from the University of Chicago Booth School of Business, and holds a BA, Economics from Northwestern University. Vip believes that while managing one’s finances is not overly complex, it does take some knowledge (to avoid costs), careful planning (to understand the impact of current and future choices) and a lot of discipline (to follow the plan when one’s instincts call for a deviation.) Vip is married with a daughter and son, and resides with his family in Round Lake, Illinois. In his free time, he enjoys spending time with his family, reading and running.
Address: 976 S Tremont Ln, Round Lake, IL 60073, USA
Phone: +1 224 338 9544
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