Tru Financial Strategies - Hoffman Estates, Illinois

Introduction to Tru Financial Strategies

Tru Financial Strategies, located at 2815 Forbs Ave #107, Hoffman Estates, IL 60192, United States, is a highly-regarded financial planning firm that specializes in providing comprehensive financial planning services to individuals and families. With their exceptional commitment to client satisfaction and expert knowledge in the field, they have earned an impressive 4.8/5 average rating based on 20 reviews on Google My Business.

Specialties and Services Offered

The core specialty of Tru Financial Strategies is financial planning. They offer a wide range of services, including but not limited to investment advice, retirement planning, and guidance on social security and private insurance. Their team of experienced professionals, including Nathan & Scott, is dedicated to providing personalized solutions tailored to each client's unique financial goals and needs.

Points of Interest and Accessibility

To ensure a seamless experience for all clients, Tru Financial Strategies offers several convenient features, such as online appointments, on-site services, and a wheelchair-accessible facility, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. This commitment to accessibility and client comfort sets them apart from many financial planning services.

Why Choose Tru Financial Strategies

One of the primary reasons to choose Tru Financial Strategies is the exceptional level of personalized care and attention they provide to each client. As mentioned in the testimonials, Nathan & Scott and their team go above and beyond to guide clients through all aspects of financial planning, making the process understandable and stress-free. This hands-on approach ensures that clients feel well-equipped to achieve their financial goals.

Testimonials and Reviews

Many clients have praised Tru Financial Strategies for their in-depth knowledge and expertise in investments, social security, and private insurance, as well as their ability to simplify complex financial concepts. One client highlighted that they felt "given all the tools we need to have a great retirement" and that "you could not choose a better team."

Contacting Tru Financial Strategies

To learn more about how Tru Financial Strategies can help you achieve your financial goals, we highly recommend reaching out to their team. You can visit their website to explore their services in greater detail or call them directly at 847-851-2242. For added convenience, online appointments are available, ensuring that you can receive expert financial guidance without any hassle.

Don't miss the opportunity to work with a top-rated financial planning firm. Tru Financial Strategies is committed to helping you secure a brighter financial future, and their exceptional track record speaks for itself. Contact them today to take the first step towards achieving your financial goals.

👍 Reviews of Tru Financial Strategies

Chris W.

5/5

Nathan & Scott are wonderful. They were able to guide us through all of our financial planning as well as help with starting our retirement. We learned so much with all of the investment knowledgeable they shared with us as well as navigating Social Security and private insurance. They made everything very easy.
I feel like we were given all the tools we need to have a great retirement . You could not choose a better team!

Tom W.

5/5

Nathan and Scott have been very helpful working with us over the last five years. They helped us realize that our goal to retire early was well within our means even earlier than hoped. They evaluated all aspects of our financial situation, not just our 401(k)s and IRAs but also Social Security, pensions, life insurance and things that our previous financial planner did not consider because these were not investments he secured for us. It was important to us that our financial planner is a fiduciary. I would, and I have, recommended Nathan and Scott to friends who are looking for help with their financial situation?

Cathy S.

5/5

We were first introduced to Scott and Nathan when they presented a Retirement workshop at ECC a few years back. At that time we felt that we were doing well with our current advisor and investments, so we didn't pursue their expertise.
A few years later, my husband and I both retired. Although we had done a good job of saving for retirement, we didn't have a good strategy for income and investments to make our money last. Our current advisor wasn't being very helpful. It was then we decided to contact Scott and Nathan to see what advice they could give us. They jumped right in and explained how they could help us map out a strategy of income and investments that should last our lifetimes. They listened to our goals for retirement, explained all the products so we understood what we were getting. All in all it was a good experience. They are very knowledgeable and helpful.

Jerry K.

5/5

Nathan and Scott have taken care of our finances for a few years. Their detail of maintaining our investments for making sure we get our highest return far exceeds the results we had with Ameriprise. They take one on one time to answer questions and any concerns we have, actually they keep a closer eye on our investments than we do. When they see something that they have concern about they will contact us and bring it to our attention and recommend any adjustments that might be needed.
Now that we are retired I feel comfortable knowing that our hard earned money is being taken care of and we're being taken care of.
Highly recommend Nathan and Scott.

Denise M.

5/5

We have always found Nathan and Scott at Tru Financial Strategies to be honest and very serious about their fiduciary responsibility to us, their clients. They are also very responsive to our concerns and needs. Based on our experience over the past several years, we would not hesitate to highly recommend their service.

Sharon W.

5/5

Nathan and Scott have been extremely helpful in transitioning our funds from the standard employment based retirement accounts into a well planned, diversified portfolio that will protect us as we move into retirement. We appreciated the discussion of the multiple options and their ability to model out several different retirement scenarios.

Karen M.

5/5

I was thoroughly impressed by this family owned fiduciary investment firm that has taken care of me and my needs with white gloves. They have spent all the time that I needed to understand, provide advice (the good, the bad and the ugly truthfully) and have my best interest in mind. I appreciate that I can be on a call or come into their office. They are very flexible, courteous, polite and will do the extra mile for you if needed. Highly recommend Scot and Nathan for your financial future. Thanks for all you do!

Christine D.

5/5

Nathan is knowledgeable, helpful, and friendly. He spent time getting to know us and our goals. Then he made recommendations of strategies to help us grow our money and prepare for retirement. He still continues to help us build our investment strategy and checks in regularly and explains everything in terms I can understand. I highly recommend Tru Financial Strategies!