Fiduciary Financial Advisor & Retirement Planning in Schaumburg, IL
Mana Financial Group's Schaumburg office on Golf Road 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.
We help you see how the pieces fit together: retirement income, Social Security and Medicare timing, investments, and tax and estate planning coordinated with your CPA and estate attorney. A question is a fine place to start.
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, where it makes sense, pair growth with more conservative income sources.
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. Virtual meetings are also available if that fits your week better. Every relationship starts with the same three-step process: meet, plan, and review your plan as life changes.
Also serving families from our Orland Park and Naperville offices. Prefer to learn before you meet? Find a retirement workshop near Schaumburg.
Questions worth asking any advisor — and how we answer them
What do you actually help with?
Our Schaumburg office focuses on retirement: income planning, Social Security and Medicare decisions, investment management, and tax and estate planning coordinated with your CPA and estate attorney, who remain your tax and legal advisors.
Who provides the advice, and is it fiduciary?
Advisory services are offered through Savvy Advisors, Inc., an SEC-registered investment adviser. When we provide investment advisory services, we are legally and ethically bound to act in your best interest.
What credentials do you hold?
Our founder, Tim Dern, holds the RICP® (Retirement Income Certified Professional) designation. You can check the background of our firm and advisors on FINRA BrokerCheck.
Meet Tim DernWho will I work with?
Mana is family-owned. Founder Tim Dern, RICP, works alongside his sons and extended family, so in Schaumburg you're talking to owners — not a rotating team.
Meet the teamCommon questions from Schaumburg-area families
Does Mana Financial provide retirement planning in Schaumburg?
Yes. Retirement planning is the focus of our Schaumburg office. We help pre-retirees and retirees with retirement income planning, Social Security and Medicare decisions, investment management, and tax and estate planning coordinated with your CPA and estate attorney. You can call, text, or send us your question to start.
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 workshops page.
Where is the Schaumburg office, and is parking available?
We're at 1900 E Golf Road, Suite 950, Schaumburg, IL 60173, near Golf & Meacham, minutes from I-290 and Woodfield Mall. The building has 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.