Services
Arcadia Financial Strategies (AFS) helps clients achieve their most important financial and personal goals while reducing stress and worry. We will:
- Help you identify and prioritize both short and long-term goals
- Design creative strategies for reaching those goals
- Explain financial concepts in clear and easy-to-understand terms
- Support you in making and implementing financial decisions
- Help you avoid costly mistakes and unnecessary risk-taking
- Take the guesswork out of choosing the right investments
AFS begins the planning process by listening to your goals and concerns. We design a personalized financial plan and recommend creative solutions. On an ongoing basis we can help you remain on track to reach your goals and deal with changes in your life.
AFS provides financial planning and wealth management services on a Fee-Only basis. We do not accept commissions of any kind. Our services range from consultation on a specific area of concern to on-going retirement planning, tax planning, investment management, and other services.
David J Walz, CFP®
David, a CERTIFIED FINANCIAL PLANNER™ professional since 1995, is dedicated to helping clients realize their financial goals. David began his career in the banking
industry before moving to a much more rewarding career in fee-only financial planning in 1993. He completed the College for Financial Planning’s CFP Professional Education Program and passed the CERTIFIED FINANCIAL PLANNER™ exam.
With over 30 years experience David is well equipped to guide you into the future.
- Bachelor of Arts, Finance, University of Illinois, Urbana-Champaign
- Master of Business Administration, Northwestern University
- CFP Professional Education Program, College for Financial Planning
- Member, The National Association of Personal Financial Advisors (NAPFA)
Contact Us
Arcadia Financial Strategies
Oak Park, Illinois 60130
708-848-4444
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Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Arcadia Financial Strategies may offer investment advisory services in the State(s) of Illinois, Texas and in other jurisdictions where exempted. Click here for additional disclosures.