Long Financial Planning

Long Financial Planning is a fee-only registered investment advisor based in Chicago, Illinois, offering personalized financial planning and investment management. Founded in 2002, the firm helps individuals, families, trusts, estates, charitable organizations, and small businesses navigate their financial lives. Long Financial Planning covers a wide range of topics, including retirement planning, tax strategies, estate planning, cash flow management, insurance reviews, and education funding. The firm primarily uses globally diversified index funds and exchange-traded funds through strategic asset allocation. Clients maintain control of their assets at an independent custodian, while Long Financial Planning executes trades on their behalf under a limited power of attorney. The firm also provides consulting services for qualified retirement plans like 401(k) plans.