Cantlon Financial Planning

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(630) 549-0826Call Visit WebsiteVisit Website Map & DirectionsDirections41W671 Burlington RdSaint Charles, IL 60175 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:00 pm

Cantlon Financial Planning

Income Tax
Michael F. Cantlon graduated from De Paul University with a Bachelor’s Degree in Accounting. His early work experience was as an Auditor and then Corporate Controller until 1983. In 1984, Mike founded Cantlon Financial Planning as the sole proprietor. He has over 40 years of personal investing experience in stocks, bonds, options, annuities, IRAs and mutual funds. He also has 40 years of experience in corporate matters: Accounting, income taxes, insurance, employee benefits, auditing, acquisitions and divestitures, legal, investments and personnel. Mike has 24 years of continuous operation as a financial planner.

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Other Link: https://www.cantlonfinancial.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (630) 549-0826

Address: 41W671 Burlington Rd, Saint Charles, IL 60175

Website: https://www.cantlonfinancial.com

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Cantlon Financial Planning

Income Tax
Michael F. Cantlon graduated from De Paul University with a Bachelor’s Degree in Accounting. His early work experience was as an Auditor and then Corporate Controller until 1983. In 1984, Mike founded Cantlon Financial Planning as the sole proprietor. He has over 40 years of personal investing experience in stocks, bonds, options, annuities, IRAs and mutual funds. He also has 40 years of experience in corporate matters: Accounting, income taxes, insurance, employee benefits, auditing, acquisitions and divestitures, legal, investments and personnel. Mike has 24 years of continuous operation as a financial planner.

Investment Management
At Cantlon Financial Planning, we work in the client’s best interest to prepare you for a secure retirement by providing local investment management of your custom portfolio so that it delivers to your personal goals.
Mutual Funds
We are value-oriented investors but no investment opportunities are eliminated strictly on a formula basis. We provide our clients with a diversified portfolio of individual stocks, bonds and other securities tailored to their risk tolerance, financial objectives and tax situation. Mutual funds are used sparingly to participate in certain market sectors.
Bonds
Money Market Funds
The rise in interest rates is now benefitting savers. Cash in our money market funds is now earning 4.5% on an annual basis. Our cash position is still high, but we will continue to invest in promising opportunities.

Accounting Services

Financial Planning
Cantlon Financial Planning, LLC is a full service financial planning firm, formed in 1984, currently managing over $92 million of traded securities (as of January 1, 2024).
Annuities
Long Term Care
Asset Management
Robert T. Gephart, CFP(R) graduated from the University of Notre Dame with a Bachelor’s of Science degree. After serving for 4 years as an officer in the U.S. Navy, Rob completed his Masters in Business Administration at Aurora University while working at Caterpillar Tractor. After almost 20 years in corporate management, Rob joined Cantlon Financial Planning in 2011. An investor his whole life, Rob uses his management and technical background to improve the daily work flow and increase efficiency at Cantlon Financial Planning. Rob is a Certified Financial Planner(TM) and has also completed the Accredited Asset Management Specialist certification from the College for Financial Planning.

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