Nancy Tani, CFP<sup>&reg;</sup> - Financial Advisor

Nancy Tani, CFP®

JD, MBA

Managing Principal, Financial Planner

Retire Secure Financial Planning, LLC

2729 Sheridan Rd
Evanston, IL 60201-1727
FINANCIAL ADVISOR'S WEBSITE
(847) 281-5141 CONNECT WITH Nancy
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General

Nancy Tani is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retire Secure Financial Planning, LLC in Evanston, IL and the surrounding communities.

Financial Advisor Overview

As one of the very few female-owned financial planning and investment management firms in the greater Chicago area, Retire Secure is dedicated to helping you achieve financial peace of mind. Though, as our name suggests, we have a special focus on retirement planning, we offer a full-range of financial planning and investment advisory and management services to fit your needs. As a fee-only fiduciary advisor, we believe that a transparent, holistic approach is the optimal way to help you reach your financial goals.

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Financial Advisor Experience

Since she received her CERTIFIED FINANCIAL PLANNER™ designation in 2010, Nancy has worked as a fee-only financial planner and wealth advisor, most recently at Retire Secure. Prior to that, Nancy was a partner in a fee-only financial planning and investment management firm, where she worked with clients in all areas of financial planning, including retirement, investments, tax, and estate planning. She also advised clients on financial matters in divorce/mediation situations. Lastly, she took the lead role in the research, construction and management of client investment portfolios, taking into account the client’s risk tolerance and goals, with an eye for maximizing tax efficiency and minimizing costs. Having this one-on-one relationship with clients, coupled with the responsibility to act strictly in their best interests as a fiduciary, has made personal financial planning and investment management a very satisfying career choice for Nancy. She comes to this role with skills acquired over 25 years in finance (corporate, public and personal) and as an attorney at 2 large law firms, practicing corporate securities, M&A and contract law. She earned her law degree and Master of Business Administration (MBA) from the University of Chicago. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and is also licensed to practice law in the State of Illinois.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Not applicable. My firm is an RIA.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Sudden Wealth, Medical & Health Issues, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources