Expert Integrated Financial Planning Services

Bring your tax, accounting, payroll, advisory, insurance, and retirement planning together with Integrated Financial Planning Services from F.I.C. With over 35 years of experience, our team helps individuals, families, and businesses organize complex financial details, reduce compliance stress, and make confident decisions with a coordinated strategy built around long-term stability and growth.

Integrated financial planning consultation

Our Integrated Financial Planning Services

Coordinated tax, accounting, payroll, advisory, and compliance services for individuals and businesses.

FIC Package

A bundled solution combining bookkeeping, payroll, sales tax, advisory services, business year-end tax returns, and personal year-end tax returns for coordinated financial management.

Business Tax

Professional preparation of business tax returns to help companies maximize eligible deductions, stay compliant, and file accurately based on size and complexity.

Individual Tax

Personal tax return preparation that helps individuals file accurately while identifying eligible deductions and credits within a broader financial planning strategy.

Bookkeeping

Accurate recording, organizing, and management of business transactions, giving owners clearer reporting, better cash flow insight, and stronger financial control.

Payroll

Payroll support for wages, deductions, tax filings, W-2s, 1099s, and compliance, helping businesses pay employees correctly and on schedule.

IRS Audit

Support for IRS notices and audits, including document organization, response guidance, and professional assistance throughout the audit process.

Financial consultant reviewing planning documents with clients

Our Integrated Planning Process

Review Your Full Financial Picture

We begin by reviewing your personal, business, tax, payroll, insurance, and retirement details. This helps our team understand where your finances stand today, what problems need attention, and which opportunities may be available.

Identify Risks and Opportunities

Build Your Integrated Strategy

Implement With Expert Support

Monitor and Adjust Over Time

The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings connected financial guidance, practical strategy, and decades of experience under one roof.

Experience

Over 35 years helping clients manage accounting, tax, insurance, and planning decisions.

Integrated Support

One coordinated firm for bookkeeping, payroll, tax, advisory, insurance, and retirement guidance.

Global Reach

Chicago-based expertise supported by offices in Minnesota, Ireland, and Egypt for broader needs.

Personalized Plans

Customized strategies built around each client’s goals, complexity, risks, and long-term vision.

Meet the F.I.C. Team

Experienced advisors supporting complex financial needs.

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 is integrated financial planning?

Integrated financial planning coordinates multiple areas of your financial life instead of treating each decision separately. At F.I.C., that can include tax planning, bookkeeping, payroll, business advisory, insurance, retirement planning, audit support, and investment strategy. The goal is to create one connected plan that improves compliance, cash flow, risk management, and long-term decision-making.

What are the four types of financial planning?

How can integrated financial planning help my business?

What documents should I prepare before a consultation?

How much do integrated financial planning services cost?

Do you work with both individuals and businesses?

Can F.I.C. help with IRS audits or tax problems?

How often should my financial plan be reviewed?

Still Have Financial Planning Questions?

Get clear answers from an experienced financial consulting team.

Trusted Experience

Awards and Recognition

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35+ Years Experience

Over three decades of financial consulting experience.

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One-Stop Solutions

Integrated accounting, tax, insurance, and advisory support.

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International Presence

Chicago roots with international service capability.

Start Building a Better Financial Plan

Tell us about your financial goals, compliance needs, or current challenges, and our team will help identify the right next step.

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.