We’re here to help you dream bigger. We start by securing what you spent a lifetime building. Next, we use our experience and considerable expertise to realize the full vision you have for your life and the life of your family.
Explore our wide range of services designed to meet your unique financial needs and help you achieve your goals.
Creating personalized strategies to secure your ideal retirement lifestyle.
Managing and growing your wealth with tailored investment strategies.
We help you develope plans to maximize tax-free income during retirement.
Protecting your legacy with comprehensive estate planning solutions.
Implementing strategies to minimize financial risks and protect assets.
Optimizing and managing your assets for long-term financial success.
By specializing in clients with $2-$5 million in assets, we understand your unique financial challenges. Unlike a general advisor, we offer a more focused expertise.
Share your vision of an ideal retirement with us.
We have a proven roadmap for success, which we tailor to help you achieve your ideal retirement.
Once your roadmap is created, we embark on the journey together, continuously monitoring and adjusting to maximize gains and minimize risks.
Tim Stearns and his staff have been so helpful in planning and listening to our goals! They have come up with an excellent plan that will set us up in our retirement years.
The office is very attentive and they get back with us in a timely manner and answer all our questions. I truly feel Tim is looking out for us and really cares.
I highly recommend them for all your planning and retirement goals.
~ Todd Traina
I was very impressed with the personalized service and advice on investing and insurance. Tim and Sean took the time to listen to my needs and provided their experience and knowledge in investments and planning that will help me reach my long-term goals.
Everything was explained thoroughly and I never felt uncomfortable asking questions. I am confident with my decision to go with Stearns Financial Planning. Their guidance has already saved me significant money.
I have recommended their services to my friends and family.
~ Kris R
The entire team at TJ Stearns is trustworthy, knowledgable and customer-focused. They have helped our family establish a sound financial plan that is tailored to our specific goals and objectives.
I highly recommend to anyone wanting to achieve better financial outcomes and look forward to many more years working together!
~ Debi Shiffman
My only regret choosing Tim, is that I didn’t start sooner.
Tim’s planning and guidance has eased my uncertainty heading towards retirement.
Always very responsive, knowledgeable and patient answering my questions.
I put my complete trust in Tim and highly recommend TJ Stearns.
~ Donna Dunley
I have been with Tim and his team for over 15 years. He has helped me achieve growth in my investments and excels at ensuring I have a solid understanding of my financial situation and the strategies they recommend. They are very prompt in responding to my inquiries, emails, or calls.
I highly recommend them!
~ Dawn Vaslow
Discover how our personalized financial planning and investment strategies have made a difference in the lives of our clients.
Read their stories and learn why they trust us to guide them toward their financial goals and secure their future.
GET TIMOTHY STEARNS NEW BOOK
“Solving the Modern Retirement Riddle” is your essential guide to navigating the complexities of retirement planning in today’s ever-changing financial landscape. This comprehensive book offers actionable strategies, expert insights, and practical advice to help you achieve financial security and peace of mind in your golden years.
Discover how to effectively manage your retirement savings, optimize Social Security benefits, and create a sustainable income plan that supports your desired lifestyle. Whether you’re just starting to think about retirement or looking to refine your existing plan, this book provides the tools and knowledge you need to make informed decisions and enjoy a worry-free retirement.
Ready to decode the mysteries of retirement planning? Get your copy of “Solving the Modern Retirement Riddle” now and start your journey to a brighter, more secure future.
Ensuring these components are in place will help create a comprehensive and effective retirement plan.
(847) 749-2295
tstearns@tjstearns.com
A well-defined plan for how much to save and where to invest.
Strategies to generate a steady income stream throughout retirement.
Techniques to minimize taxes and maximize your retirement income.
Coverage and funding strategies for medical expenses and long-term care needs.
Plans for asset distribution, legal documents, and ensuring your legacy.
A 401(k) rollover involves transferring your retirement savings from a 401(k) plan to an IRA or another 401(k) to ensure continued tax-deferred growth. This can happen when changing jobs, retiring, or consolidating accounts. To maximize your 401(k) rollover…
Chicago’s #1 Retirement Education Source
Welcome to “Protect and Grow,” the premier podcast by TJ Stearns, dedicated to helping you achieve financial security and a successful retirement. As Chicago’s top source for retirement education, our podcast offers expert insights, actionable strategies, and valuable advice to ensure your financial future is secure.
Join us as we explore critical topics such as retirement planning, investment management, tax strategies, and long-term care. Hosted by Tim Stearns and his team of financial experts, each episode is designed to provide you with the knowledge and tools needed to protect your assets and grow your wealth.
Tune in to “Protect and Grow” and take control of your retirement journey today!