Top Financial Planning Advisors

Make more informed decisions about investments, retirement goals, taxes, and long-term financial priorities with guidance from F.I.C. Financial Innovations Consulting brings over 35 years of experience, a multidisciplinary team, and a personalized approach to individuals, families, and businesses across the United States. Build greater clarity around complex financial choices with a trusted advisory partner.

Financial advisor reviewing investment and retirement planning documents with clients at a consultation table

Our Financial Planning Services

Integrated financial, tax, bookkeeping, and advisory support helps clients organize decisions and pursue long-term financial goals.

FIC Advisory Package

The FIC Package combines bookkeeping, payroll, sales tax, business and personal tax returns, and advisory services to give businesses a more coordinated financial foundation.

Individual Tax Planning

Individual tax return preparation helps clients organize personal finances, identify eligible deductions and credits, and file accurately while supporting broader financial decision-making.

Business Tax Planning

Business tax return preparation supports accurate filing, eligible deductions, and compliance while giving companies clearer financial information for planning and growth.

Personalized Financial Guidance

Plan With Greater Financial Clarity

F.I.C. helps individuals, families, and businesses connect everyday financial decisions with longer-term priorities. Drawing on over 35 years of experience, the firm combines tax, accounting, advisory, insurance, investment, and retirement perspectives rather than relying on a one-size-fits-all approach. Clients receive practical guidance designed around their circumstances, from organizing finances to evaluating investment and retirement goals.

Financial advisor explaining a personalized retirement and investment plan to a couple
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines broad financial expertise with personalized guidance for complex and evolving needs.

35+ Years

Over 35 years of experience across accounting, tax, insurance, retirement planning, and financial consulting.

Integrated Support

Accounting, tax, insurance, retirement planning, and business consulting are available through one multidisciplinary firm.

Personalized Strategy

Customized solutions reflect each client’s circumstances instead of applying a one-size-fits-all approach.

Global Perspective

International accounting and inter-state government accounting experience supports clients with broader financial considerations.

Meet The F.I.C. Team

Experienced professionals help clients navigate personal and business financial decisions.

Portrait of Al Beheary, CEO of Financial Innovations Consulting

Al Beheary

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.

Portrait of Siobhan Kieran, COO of Financial Innovations Consulting

Siobhan Kieran

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.

Portrait of Mary Kay, Administration and New Business Specialist at Financial Innovations Consulting

Mary Kay

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.

Portrait of Thomas Sandhof, Administration and Retention Specialist at Financial Innovations Consulting

Thomas Sandhof

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.

Portrait of Aine Breen, Administrative Assistant at Financial Innovations Consulting

Aine Breen

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.

Portrait of Matt McDowell, Marketing Specialist at Financial Innovations Consulting

Matt McDowell

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.

Portrait of Sara Peterson, Insurance Assistant at Financial Innovations Consulting

Sara Peterson

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.

Portrait of Cara Kennedy, Irish Logistics Specialist at Financial Innovations Consulting

Cara Kennedy

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.

Frequently Asked Questions

What does a financial planning advisor do?

A financial planning advisor helps organize financial information, clarify priorities, and connect decisions involving investments, retirement, taxes, insurance, and business finances. F.I.C. works with individuals, families, and businesses to develop personalized guidance rather than a one-size-fits-all plan. The firm can also coordinate related accounting, tax, bookkeeping, and advisory services when those needs are part of the client’s broader financial picture.

Who can benefit from financial planning services?

What services are included in the FIC Package?

Can financial planning include retirement goals?

How can tax preparation support financial planning?

Does F.I.C. work with businesses as well as individuals?

How does F.I.C. approach investment planning?

How do I get started with a financial planning advisor?

Still Have Financial Planning Questions?

Talk with F.I.C. about your goals, concerns, and next financial decisions.

Start Planning Your Financial Future

Share your goals and financial questions so the F.I.C. team can discuss relevant guidance and next steps.

Contact Us Today

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.