Financial Planning for Wealth Management

Build greater clarity around your investments, retirement goals, and long-term financial direction with personalized planning from F.I.C. Our multidisciplinary team combines investment strategy, retirement planning, accounting, insurance, and risk management to help individuals, families, and business owners make informed decisions across an increasingly complex financial landscape.

Financial advisor reviewing wealth management strategy with a client

Our Financial Planning Services

Personalized guidance connects investments, retirement, insurance, taxes, and risk management into a clearer financial strategy.

Investment Strategy

F.I.C. draws on investment strategy experience to help clients organize financial priorities, evaluate direction, and align investment decisions with broader personal or business goals.

Retirement Planning

Develop a coordinated retirement strategy involving options such as 401(k) rollovers, annuities, IRAs, and life insurance, with attention to long-term goals and personal circumstances.

Risk Management

Identify potential financial setbacks and consider safeguards that support personal and professional planning, helping clients approach uncertainty with greater foresight and clarity.

Personalized Wealth Guidance

Create A Clearer Financial Future

Financial planning for wealth management brings important decisions into one coordinated view. F.I.C. helps individuals, families, and business owners organize finances, consider investment strategy, prepare for retirement, and address risk with personalized guidance. The firm’s broader accounting, tax, insurance, and advisory perspective supports informed decision-making rather than isolated recommendations, helping clients move forward with greater clarity and confidence.

Advisor explaining a personalized wealth management plan
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings multiple areas of financial expertise together for more coordinated planning.

Deep Experience

Over 35 years of experience informs thoughtful guidance across accounting, tax, insurance, and financial consulting.

Broad Perspective

Investment strategy, retirement planning, risk management, and accounting can be considered within one coordinated relationship.

Personalized Guidance

F.I.C. develops customized solutions rather than applying a one-size-fits-all approach to financial decisions.

Global Insight

International and inter-state accounting experience supports clients with complex financial circumstances and broader planning needs.

Meet The F.I.C. Team

Experienced professionals help clients organize finances and pursue long-term goals.

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 financial planning for wealth management include?

Financial planning for wealth management can coordinate investment strategy, retirement planning, insurance, tax considerations, accounting, and risk management. F.I.C. works with individuals, families, and business owners to organize these areas around their broader financial goals. The emphasis is on developing a clearer, more informed direction rather than treating each financial decision as an isolated matter.

Who can benefit from wealth management planning?

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

Can retirement planning include 401(k) rollovers and IRAs?

Can financial planning address insurance and risk?

Does F.I.C. work with business owners as well as individuals?

How is financial planning tailored to each client?

How can I begin discussing wealth management planning with F.I.C.?

Ready To Clarify Your Financial Direction?

Speak with F.I.C. about your investment, retirement, and long-term planning goals.

Start Planning With Greater Clarity

Share your goals and financial concerns so the F.I.C. team can help identify the right next step.

Contact F.I.C.

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.