Michael Stanton (CFP, MBA)
Michael Stanton focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
In your 50's or 60's and are thinking about what retirement will look like? We can help!
Additional Information
After over 30 years providing financial services and guidance to business owners, individuals and families through a major bank in Chicago, I have started my own fee-only financial planning business. Stanton Financial Planning, LLC is dedicated to providing individuals and business owners with what I believe they are looking for most - a trusted, objective advisor with no products to sell or hidden agendas. I do what’s best for the client – not what is best for some salesperson.
However, I am not alone. As a member of the Alliance of Comprehensive Planners (ACP), I am proud to apply the time-tested approach developed through the collective wisdom of its membership: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACP members count CPA, CFA, CFP, PhD and Attorneys, including practice experts across the spectrum of the financial planning process.
I received my BA from University of Illinois, Urbana, and a Masters in Business Administration from Roosevelt University in Chicago.
I am very involved in my community, having recently co-chaired the successful Beverly Arts Center Challenge, which reduced the local Art Center’s debt from $4.3 million to $1.0 million. I have also served as President of the Beverly Area Planning Association (BAPA) and am currently chair of its Development Committee.
While not all of facets of my financial future are worry-free (four kids, two in college, two out; my wife, who teaches high school, and a dog!) I would welcome the opportunity to show you how I can help you with your financial future!
NAPFA Start Date
May 26, 2015