Retirement Tax Planning Advisors

Prepare for retirement with guidance that connects tax planning, investment strategy, rollovers, insurance, and long-term financial goals. F.I.C. helps individuals and families understand their options, organize complex financial considerations, and make informed decisions with personalized support. With over 35 years of experience and expertise spanning accounting, tax, insurance, and retirement planning, we help you pursue greater clarity for the future.

Advisor reviewing retirement tax planning documents with a couple at a desk

Our Retirement Tax Planning Services

Personalized retirement guidance connecting tax planning, investments, insurance, and long-term financial goals.

Retirement Strategy

F.I.C. helps individuals organize retirement goals and build a comprehensive strategy that may coordinate investments, insurance, and long-term financial priorities.

Rollover Guidance

Receive guidance when evaluating 401(k) rollovers and related retirement decisions, with attention to your broader financial strategy and future objectives.

IRA Planning

Explore IRA planning as part of a coordinated retirement approach. F.I.C. helps clarify how retirement accounts fit within your tax and investment considerations.

Personalized Retirement Guidance

Build Greater Retirement Tax Clarity

Retirement tax planning brings together tax considerations, investment strategy, insurance, and long-term goals rather than treating each decision separately. F.I.C. provides customized guidance for individuals and families evaluating 401(k) rollovers, annuities, IRAs, and life insurance as part of a broader retirement strategy. Our multidisciplinary perspective helps you organize complex choices and move forward with greater clarity and confidence.

Financial advisor explaining retirement tax planning options to a couple
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines retirement planning with tax, insurance, accounting, and investment strategy guidance.

35+ Years

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

Integrated Guidance

Coordinate retirement, tax, insurance, and investment considerations through one multidisciplinary financial consulting firm.

Personalized Plans

Receive customized solutions designed around your financial goals rather than a one-size-fits-all approach.

Global Perspective

Benefit from experience spanning international and inter-state accounting, supporting clients with complex financial situations.

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

Can a financial advisor help with retirement?

Yes. A financial advisor can help organize retirement goals, evaluate investment strategy, and coordinate related decisions involving 401(k) rollovers, annuities, IRAs, and life insurance. F.I.C. also brings tax, accounting, and insurance perspectives into retirement planning, helping individuals and families understand how these areas may work together as they prepare for their financial future.

Who can help with retirement tax planning?

What does retirement tax planning include?

Can F.I.C. help with a 401(k) rollover?

Does retirement planning include IRA guidance?

Can retirement planning include annuities and life insurance?

How is retirement tax planning personalized?

How do I start retirement tax planning with F.I.C.?

Still Have Retirement Planning Questions?

Speak with F.I.C. about your goals and financial planning questions.

Start Planning For Your Financial Future

Share your retirement goals and questions so F.I.C. can help identify the right planning conversation.

Contact F.I.C. About Retirement Tax Planning

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.