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

What to Do With Your Next Dollar: A Financial Order of Operations

Daniel Borello |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Daniel Borello |
Categories
Retirement
Lifestyle
Finance
Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different. Retirement has evolved from a brief final chapter into something much larger—a stage of life that may span decades and offer more choices than ever before. When Retirement Was Shorter...

Business Succession Planning: Built to Last vs. Built to Transfer

Daniel Borello |
Categories
Finance
Retirement
Estate Planning
Family
Investments
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...