[fullwidth backgroundcolor=”no” backgroundimage=”” backgroundrepeat=”no-repeat” backgroundposition=”top left” backgroundattachment=”scroll” bordersize=”0px” bordercolor=”#f6f6f6″ borderstyle=”” paddingtop=”0px” paddingbottom=”0px” paddingleft=”0px” paddingright=”0px” menu_anchor=”” class=”” id=””][content_boxes layout=”icon-with-title” columns=”3″ class=”” id=””][content_box title=”One Simple Fee” icon=”fa-smile-o” backgroundcolor=”” iconcolor=”” circlecolor=”” circlebordercolor=”” iconflip=”” iconrotate=”” iconspin=”no” image=”” image_width=”” image_height=”” link=”http://dbfchicago.com/best-financial-advisors-charge/” linktext=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”1″] Deep Blue Financial has one investment advising fee for all of our financial services. From financial planning, wealth management, and retirement planning to spending time with your accountant & lawyer, one fee covers it all.[/content_box][content_box title=”Straight-Forward Guidance” icon=”fa-thumbs-o-up” backgroundcolor=”” iconcolor=”” circlecolor=”” circlebordercolor=”” iconflip=”” iconrotate=”” iconspin=”no” image=”” image_width=”” image_height=”” link=”http://dbfchicago.com/financial-guidance/” linktext=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”1″] Our investment management process is methodical, not complicated. We offer easy-to-understand financial advice and guidance.[/content_box][content_box title=”Personalized Goals” icon=”fa-user” backgroundcolor=”” iconcolor=”” circlecolor=”” circlebordercolor=”” iconflip=”” iconrotate=”” iconspin=”no” image=”” image_width=”” image_height=”” link=”http://dbfchicago.com/financial-planning/” linktext=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”1″] We help determine an appropriate allocation for your investment portfolio based on your specific goals, risk tolerance, time-frame, interests, tax situation, and past experiences. Our investment advisors understand that every situation is different and we’ll develop a personalized investment plan.[/content_box][/content_boxes][/fullwidth][fullwidth backgroundcolor=”no” backgroundimage=”” backgroundrepeat=”no-repeat” backgroundposition=”top left” backgroundattachment=”scroll” bordersize=”0px” bordercolor=”#f6f6f6″ borderstyle=”” paddingtop=”65px” paddingbottom=”5px” paddingleft=”0px” paddingright=”0px” menu_anchor=”” class=”” id=””][one_half last=”no” class=”” id=””]

Our Process

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Financial Advisor Chicago – Our investment management process is centered around our clients. We don’t get paid by mutual fund companies for using their funds. Any Chicago/Northbrook-based financial advisor at Deep Blue Financial will use investments with expenses roughly 1/3 that of most advised portfolios.* Read More

It isn’t enough to pick a diversified group of funds, stocks, or ETFs and let them sit. We are advocates of buying and holding, but not buying and forgetting. Investors need to have a process of evaluation. We reevaluate investments continuously and regularly update you on their performance. With ultra-low expenses, tax management, and solid financial planning, we will help you achieve your goals.

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