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Kathryn Humecki, CFP®, ChSNC®

Kathryn Humecki & Associates, Ltd.

Kathryn Humecki, CFP®, ChSNC®

Kathryn Humecki & Associates, Ltd.

Kathryn Humecki, CFP®, ChSNC®

Kathryn Humecki & Associates, Ltd.

Profession LogoFINANCIAL PLANNER

Kathryn Humecki is President and founder of Kathryn Humecki & Associates, Ltd specializing in serving individuals and independent professionals with their tax and retirement needs.   In 2005, Kathryn started her public accounting firm with just a laptop and her kitchen table; now her company is a well-established firm in Olympia Fields serving clients throughout Chicagoland and beyond.

Kathryn is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified Public Accountant.  This put her in a unique position to offer a holistic approach to tax and wealth management.  She takes pride in helping clients minimize their taxes while increasing their wealth. 

Kathryn’s philosophy is focused on providing exemplary service to her clients along with serving the needs of our greater community.  Her unique office is designed to be more of a gathering space than a meeting place, and she regularly hosts events to educate, to fellowship and to give back.

Firm Description

From One Special Needs Family to Another

We have first-hand knowledge of the challenges and the joys that can come from caring for a love one with special needs. Our planning process was designed through our expertise in wealth management and tax planning and the personal experience of providing for a sibling with an intellectual disability.

Whether you’re just starting your family, or you’ve recently taken guardianship of a love one, we can help you navigate the complex, and often costly, world of special needs planning.

Our Multi-Generational Planning Process Includes:

  • Understanding the goals you have for yourself and your special needs family member
  • Developing a Life Plan for the individual with special needs
  • Identifying gaps between personal benefits and government benefits
  • Providing support and resources
  • Reviewing your financial means and expenses
  • Developing investment, insurance and tax strategies to fill those gaps
  • Working with attorneys to implement a special needs trust
  • Planning for a comfortable retirement for you and your family member
  • Meeting periodically to ensure you’re still on track and have the support you and your family need

One thing we have learned along the way — it’s critical to start planning as soon as possible to minimize the financial implications of caring for a family member with special needs.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

19900 Governors Drive
Suite 101
Olympia Fields, IL 60461

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts