01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As fiduciaries we put our client’s interests first. Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Financial Planning

Tax Preparation Services

Retirement Planning

Education Planning

Estate Planning

Our Team

James T. Borello | Financial Planner | James T. Borello & Co

James T. Borello

Jim Borello has resided in the Chicago area all of his life. He earned his Bachelor of Arts degree in Chemistry from...

Daniel J. Borello | Financial Planner | James T. Borello & Co

Daniel J. Borello Ph.D.

Dan’s Financial Planning specialties include, Retirement Forecasting, Estate Planning, Education Consulting, and Tax...

Michael T. | Financial Planner | James T. Borello & Co IL

Michael T. Speziale

Mike has been a Financial Planner for over 20 years, servicing clients in the Dundee area through local community banks...

Chad D. Anderson | Tax Planner | James T. Borello & Co IL

Chad D. Anderson

Chad graduated from Purdue University and has traveled the world volunteering on military bases in 9 different countries...

Jackie Kieltyka | Client Manager | James T. Borello & Co IL

Jackie Kieltyka

Jackie joined the firm in 2008 and enjoys her multiple roles helping our clients and keeping the office running smoothly...

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

Planning for the Future: Essential Steps to Secure Your Retirement

Daniel Borello |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Daniel Borello |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...

5 Damaging Myths About Money Talks & the Facts Behind Them

Daniel Borello |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...