Advisory Services

Practical financial guidance for your business and your next chapter.

Based in Third Lake, IL, serving clients in all 50 states. Choose the support that fits your goals.

Estate Planning

Tax-focused guidance for your legacy, coordinated with your estate attorney and other advisors.

Explore Estate Planning →

Let’s discuss your priorities.

Get in Touch →

ILLINOIS ROOTS. ALL 50 STATES.

Advisory Services for Lake County and Cook County.

Based in Third Lake, IL, KFN works with clients in Grayslake, Libertyville, Gurnee, Mundelein and surrounding Lake County communities. We also serve Chicago, Evanston, Skokie, Northbrook, Glenview, Arlington Heights, Palatine and Schaumburg through virtual appointments.

Discuss your advisory services needs with a CPA-led firm serving clients in all 50 states. Explore our service area or get in touch to confirm the scope that fits your situation.