401(k) Rollovers
F.I.C. helps clients review 401(k) rollover considerations and coordinate retirement assets with broader financial goals, investment strategies, and long-term planning needs.
Choosing among 401(k) retirement plan providers can feel complex. F.I.C. helps individuals and businesses evaluate retirement goals, rollovers, investment strategies, annuities, IRAs, and life insurance as part of a coordinated financial plan. With over 35 years of experience and a personalized approach, our team provides clear guidance for building a more organized and confident financial future.

Personalized retirement guidance covering rollovers, investment strategy, IRAs, annuities, and life insurance.
F.I.C. helps clients review 401(k) rollover considerations and coordinate retirement assets with broader financial goals, investment strategies, and long-term planning needs.
Investment strategy guidance helps individuals and companies organize portfolios around financial and retirement goals while considering the broader context of their financial situation.
F.I.C. includes IRAs within comprehensive retirement strategies, helping clients consider how these accounts fit alongside existing retirement assets and long-term financial objectives.
Retirement planning works best when accounts, investments, insurance, and long-term goals are considered together. F.I.C. helps individuals and businesses organize retirement priorities through guidance on 401(k) rollovers, investment strategy, annuities, IRAs, and life insurance. With over 35 years of financial consulting experience, the firm delivers customized solutions designed to bring clarity to complex financial decisions.

F.I.C. combines retirement planning with broader financial, accounting, tax, and insurance expertise.
Over 35 years of experience supporting accounting, tax, insurance, retirement planning, and financial consulting needs.
Customized solutions are designed around each client’s financial circumstances rather than a one-size-fits-all approach.
A multidisciplinary team connects retirement planning with accounting, insurance, tax, and business advisory perspectives.
International and inter-state accounting experience supports clients with diverse and complex financial considerations.
Experienced financial professionals help clients navigate complex long-term decisions.

CEO
Al Beheary serves as CEO of Financial Innovations Consulting (F.I.C.), bringing entrepreneurial vision and deep expertise in international and inter-state government accounting to the firm. With a strong background in investment strategy, Al works closely with individuals and companies to organize their finances, align their investment portfolios, and achieve their long-term financial and retirement goals. His leadership has guided F.I.C. through over 35 years of growth, expanding the firm from its Chicago roots to a multi-office organization with an international presence in Ireland and Egypt. Al's commitment to empowering clients with knowledge and personalized financial solutions remains at the core of everything F.I.C. does.

COO
Siobhan Kieran serves as Chief Operating Officer of Financial Innovations Consulting (F.I.C.), bringing extensive experience working with both individuals and large multinational corporations. As a seasoned risk manager, Siobhan specializes in identifying potential financial setbacks and equipping clients with the foresight and long-term safeguards needed for personal and professional success. Her expertise spans strategic planning, operational oversight, and risk mitigation, making her an invaluable resource for clients navigating complex financial landscapes. Siobhan's client-centric approach and commitment to delivering proactive, comprehensive financial strategies reflect F.I.C.'s core values of transparency, integrity, and excellence.

Administration/New Business Specialist
Mary Kay serves as Administration and New Business Specialist at Financial Innovations Consulting (F.I.C.), playing a key role in welcoming new clients and ensuring seamless onboarding experiences. With a detail-oriented and client-focused approach, Mary Kay helps individuals, families, and business owners navigate the first steps of their financial journey with F.I.C. Her organizational expertise and dedication to exceptional service contribute to the firm's reputation for personalized, responsive client care. As part of F.I.C.'s experienced administrative team, Mary Kay helps uphold the firm's commitment to clarity, transparency, and making every client feel supported from day one.

Administration/Retention Specialist
Thomas Sandhof serves as Administration and Retention Specialist at Financial Innovations Consulting (F.I.C.), focusing on nurturing long-term client relationships and ensuring ongoing satisfaction with the firm's services. Thomas plays a vital role in maintaining the trust and loyalty of F.I.C.'s diverse client base, which spans individual taxpayers, small business owners, and large corporations. His dedication to client retention reflects F.I.C.'s core belief that lasting financial partnerships are built on consistent communication, reliability, and personalized attention. Thomas works to ensure that every client continues to receive the high-quality financial guidance and support they expect from F.I.C.

Administrative Assistant
Aine Breen serves as Administrative Assistant at Financial Innovations Consulting (F.I.C.), providing essential support that keeps the firm's daily operations running smoothly and efficiently. Her organizational skills and commitment to excellent service ensure that clients, colleagues, and partners receive timely, professional assistance across all of F.I.C.'s service areas. Aine's contributions help maintain the high standards of accuracy and responsiveness that F.I.C. is known for across its Chicago headquarters and beyond. Her dedication to supporting both the team and the clients she interacts with reflects the firm's client-centric values and commitment to operational excellence.

Marketing
Matt McDowell serves as Marketing Specialist at Financial Innovations Consulting (F.I.C.), responsible for communicating the firm's comprehensive range of financial services to clients across Chicago, the United States, and internationally. Matt plays a key role in building F.I.C.'s brand presence and helping individuals, families, and business owners understand how the firm's expertise can address their unique financial needs. His work supports F.I.C.'s mission to be a trusted, accessible financial partner for a diverse clientele. Through targeted marketing strategies, Matt helps connect those facing complex financial challenges with the expert guidance F.I.C. has provided for over 35 years.

Insurance Assistant
Sara Peterson serves as Insurance Assistant at Financial Innovations Consulting (F.I.C.), supporting the firm's comprehensive insurance services for individuals, families, and businesses. Sara assists clients in navigating insurance options, policy details, and coverage solutions, ensuring they have the protection and clarity they need to make confident decisions. Her role is integral to F.I.C.'s one-stop financial services model, which combines accounting, tax, retirement planning, and insurance under one roof. Sara's attentive, client-focused approach helps ensure that every insurance client receives accurate information and responsive support, reflecting F.I.C.'s commitment to excellence and transparency.

Irish Logistics
Cara Kennedy serves as Irish Logistics Specialist at Financial Innovations Consulting (F.I.C.), managing the firm's operational coordination from its international office in Drogheda, County Louth, Ireland. Cara plays a critical role in supporting F.I.C.'s international service delivery, helping bridge the firm's Chicago-based operations with its European clientele and partners. Her expertise in cross-border logistics ensures that clients in Ireland and beyond receive the same high standard of financial service that F.I.C. is known for across the United States. Cara's work reflects F.I.C.'s commitment to providing seamless, globally connected financial solutions for an increasingly international client base.
Consider whether the provider can support your retirement goals, explain investment choices clearly, and coordinate the plan with other financial priorities. Businesses may also evaluate the provider’s ability to integrate retirement planning with accounting, tax, insurance, and broader advisory needs. A personalized review can help identify whether the available approach fits your circumstances and long-term objectives.
Talk with F.I.C. about organizing your long-term financial goals.
Share your goals with F.I.C. and learn how personalized retirement guidance can support your broader financial plan.
For immediate assistance, feel free to give us a direct call at (773) 202-9393. You can also send us a quick email at TAX@FICMN.COM.
For immediate assistance, feel free to give us a direct call at (773) 202-9393. You can also send us a quick email at TAX@FICMN.COM.