Martin Konsor CFP®
Woodfield Financial Advisors

Tel: (847) 571-2567
21660 W Field Parkway
Suite 290
Deer Park, IL 60010

We Invest For You How We Invest Our Own Accounts

Woodfield Financial Advisors | Financial Advisor in Deer Park ,IL

About Woodfield Financial Advisors

We specialize in serving business owners, engineers, individuals who meet our minimums, and those who come into large amounts of money suddenly (inheritances, life insurance payouts, large employment contracts, and business sales). We believe in providing simple, independent advice for your complex financial needs. No financial jargon or complicated manuals. You tell us your goals and we create a step-by-step plan to achieve them.

You do not work with a junior-associate at our firm. All of us are CERTIFIED FINANCIAL PLANNER(TM) professionals. We are independent, fee-based, and we are fiduciaries - where by law, we put your interests ahead of ours. We have 56+ years of CERTIFIED FINANCIAL PLANNER(TM) experience.

We dont receive kickbacks for any of the investments or strategies we use. As a matter of fact, we are True Believers. Our personal money is invested in the same strategies as our clients. The age range of our advisors is over 30 years. This ensures you get the experienced advice today, coupled with an advisor who wont retire before you do.


General Information

Firm Start Year:   1982
No.of Employees:   2-4
Foreign Languages Serviced:   Polish


Services

Investment Types:   Mortgages & Real Estate , Mutual Funds , Bonds , Stocks , Annuities , Commodities , Alternative Investments
I can meet clients in the following ways:   Via email , Via phone , At your office , At my office , Video Conference


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $500,000



Faqs

  • Do you have a customer satisfaction or refund policy? We don't take money up front and if you aren't satisfied with your planning, you don't pay, period.
  • What are your qualifications? What is your education background? CERTIFIED FINANCIAL PLANNER" Professional
  • Will you be the only person working with me? We work with clients as a team - you will work with only CERTIFIED FINANCIAL PLANNER" professionals.
  • How are you compensated? How will I pay for your services? We have three main methods - hourly charges, a percent of assets, or a set plan fee. An extremely small percentage of our revenue comes from term life insurance commissions.
  • Have you ever been charged with any breaches? None
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Martin Konsor CFP®

Martin Konsor CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant


Martin is a CERTIFIED FINANCIAL PLANNER" Professional and studied for his coursework requirement at Northwestern University.

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My Services


Financial Planning for Individuals

Individuals who work with us typically are looking for a solid investment strategy, ways to reduce their taxes, and confidence in their future retirement. Our financial plans do not involve binders of pages that you'll never read. They are all fully customized and concise - typically no more than 6 clear and actionable pages to accomplish your goals.


Financial Planning for Businesses

Business owners have 401k's, health insurance, buy-sell agreements, employee benefits and exit strategies on their minds. Our experience and capabilities allow you to focus on running your business.


Portfolio Management

As advisors, our own money is invested side-by-side in the same strategies as our clients. Need we say more?


My Team


James Dobbs CFP®
James Dobbs CFP® President
Jim started the company in 1982 and has been a CERTIFIED FINANCIAL PLANNER" professional since 1988.

Donald Monsen CFP®
Donald Monsen CFP® Vice-President
Don is a CERTIFIED FINANCIAL PLANNER" Professional at our Deer Park office.

Fredric Peaslee CFP®
Fredric Peaslee CFP® Vice-President
Fred is a Navy Veteran and CERTIFIED FINANCIAL PLANNER" Professional.

Communities Served

Addison Algonquin
Arlington Heights Bartlett
Buffalo Grove Carol Stream
Carpentersville Cary
Crystal Lake Deerfield
Des Plaines Downers Grove
Dundee Elgin
Elmhurst Evanston
Fox Lake Fox River Grove
Geneva Gilberts
Glen Ellyn Glencoe
Glenview Grayslake
Gurnee Highland Park
Huntley Kenilworth
Lake Bluff Lake Forest
Lake Villa Lake Zurich
Libertyville Lincolnshire
Lisle Lombard
Mchenry Medinah
Morton Grove Mount Prospect
Mundelein Naperville
North Chicago Northbrook
Palatine Park Ridge
Round Lake Saint Charles
Schaumburg Skokie
South Elgin Spring Grove
Wauconda Waukegan
West Chicago Wheaton
Wheeling Wilmette
Wilmot Winfield
Winnetka Wonder Lake
Wood Dale

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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