Introduction

Aqua Financial Planning is a boutique financial planning firm serving the Chicagoland area. As an independent Registered Investment Advisory firm, we are not beholden to any particular company or products. We offer our services on a fee-only basis which means that our only compensation is from the client. We do not accept sales commissions for any of the products that we recommend.

Aqua Financial Planning, LLC has always proudly served in a Fiduciary capacity to our clients.

Aqua Financial Planning's objective is to help you achieve your financial objectives.

WANT TO KNOW MORE ABOUT OUR COMPANY? CURIOUS WHAT ELSE WE DO?

We offer a full array of Financial Planning services

  • Investment
  • Small Business
  • Insurance
  • Tax Planning
  • Mortgage
  • Planning
  • Investment Selection/Asset Allocation
  • Small Business Retirement Plans
  • Insurance Consulting
  • Tax Planning
  • Mortgage Review and Assistance
  • Planning for Young Professionals
  • Retirement Plan Savings & Distribution
  • Cash Flow, Savings & Budgeting
  • Employee Benefit Guidance
  • Women's Financial Needs
  • Planning for Single Individuals
  • Social Security/Medicare Strategies
  • Investment
  • Small Business
  • Insurance
  • Tax Planning
  • Mortgage
  • Planning

Do you want to…

Take some time and learn about our memberships?

...or maybe read some financial news?

Founder

Francine Duke, CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™