Fiduciary Financial Advisor & Retirement Planning in Schaumburg, IL
Mana Financial Group's Schaumburg office serves pre-retirees and retirees across the Northwest Suburbs — including Hoffman Estates, Palatine, and Arlington Heights — with family-owned, fiduciary retirement planning built around your goals.
Our Schaumburg office
When you visit, you'll find us on the 9th floor of the Class A office building at Golf & Meacham, minutes from I-290 and Woodfield Mall. Complimentary parking is available on-site. Expect a quiet conference room, coffee, and a relaxed, one-on-one conversation — no rushed pitches, no crowded lobby.
Retirement Planning Services in Schaumburg
Every plan starts with your goals and your household — not a product. Here's how we help Northwest Suburbs families protect what they've built and turn savings into a confident retirement.
Retirement Income Planning
Northwest Suburbs pre-retirees often arrive with a mix of 401(k)s from local employers, pensions, and rental income. We turn those pieces into a paycheck-style plan that keeps showing up every month of retirement.
Asset Protection & Risk Management
A market drop in your first years of retirement can quietly reset your entire plan. We stress-test your portfolio for sequence-of-returns risk and pair growth with guaranteed layers where it makes sense.
Tax & Estate Planning
Illinois estate rules and RMDs from long-held IRAs surprise many Schaumburg families. We coordinate with your CPA and estate attorney on Roth conversions, beneficiary reviews, and legacy strategies.
Social Security & Medicare Planning
When to file, how spousal benefits fit, and how Medicare Part B, D, and IRMAA thresholds interact — we walk you through the exact filing sequence for your household, not a generic rule of thumb.
Investment Management
Portfolios built around your retirement income need, risk comfort, and time horizon — not a one-size-fits-all model. Fiduciary advice, transparent fees, and a plan you actually understand.
Serving Schaumburg and Nearby Communities
From our Schaumburg office on Golf Road, we regularly meet with clients from Hoffman Estates, Palatine, Arlington Heights, Elk Grove Village, Roselle, and Streamwood. Many of our long-time clients first met us at a workshop in Woodfield or through a neighbor at their church, park district, or golf club — and today their adult children plan with us too.
Also serving families from our Orland Park and Naperville offices. Prefer to learn before you meet? Find a retirement workshop near Schaumburg.
Three things Schaumburg clients tell us matter most
Fiduciary duty, in writing
Advice that is legally required to put your interests first — before any product, commission, or firm quota. That obligation shapes every recommendation we make.
Family-owned, three generations deep
Founded by Tim Dern, RICP, and now including his sons and extended family. When you sit across from us in Schaumburg, you're talking to owners — not a rotating team.
20+ years, 250+ Chicagoland families
Two decades of walking Northwest Suburbs households through retirement — bull markets, downturns, tax law changes, and everything life throws in between.
Common questions from Schaumburg-area families
Do you offer retirement workshops near Schaumburg?
Yes — we regularly host free retirement education workshops in the Northwest Suburbs and offer virtual sessions for busy families. You can see the current schedule and reserve a seat on our education page.
Is parking available at the Schaumburg office?
Our office at 1900 E Golf Road sits in a full-service Class A building with free surface and covered parking. Suite 950 is on the ninth floor; check in at the lobby directory when you arrive.
Do you work with clients in Hoffman Estates, Palatine, and Arlington Heights?
Absolutely. The Schaumburg office is our home base for the entire Northwest Suburbs, and many clients come in from Hoffman Estates, Palatine, Arlington Heights, Elk Grove Village, Roselle, and Streamwood. Virtual meetings are also available if that fits your week better.
How much money do I need to work with Mana Financial in Schaumburg?
We serve families across a wide range of net worths — most of our Schaumburg clients are within a few years of retirement or already retired. There is no fee for the first conversation and no obligation to move forward.
Retire with confidence in Schaumburg.
One honest conversation with our family is often the first step to a retirement plan that finally makes sense.