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John Nowak, CFP®, RMA®, CPWA®, CPA

Financial planning for executives so their life after work can be tax-wise

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Alo Financial Planning John Nowak, CFP®, RMA®, CPWA®, CPA
Mount Prospect, IL

Serving Clients Nationwide

Financial planning for executives so their life after work can be tax-wise

(224) 250-9373

Website

Areas of Focus

  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm John Nowak. I’m a CERTIFIED FINANCIAL PLANNER™, Retirement Management Advisor® and Certified Public Accountant with over 20 years of experience in the financial services industry. Based in Mount Prospect, Illinois, I specialize in helping executives navigate the transition from their career to life after work with extra attention on tax planning, executive compensation, and retirement income planning.

After graduating from the University of Illinois at Urbana-Champaign in 1999, I started my career in “Big Four” public accounting as an auditor. After seeing the importance that taxes and corporate benefits play in personal finance, I made a career change into financial planning. Now, as the founder of Alo Financial Planning, I specialize in retirement planning for corporate executives.

Through goal-based financial planning, I’ll help you and your family gain a clear understanding of your financial life. From stock compensation to tax planning to strategies to maximize Social Security income, I will help you manage it all.

My goal is to help you confidently plan for and transition to life after work. I want you to feel confident that you have a personalized (and realistic) financial plan and a trusted advisor who is helping every step of the way. I do that by first listening to your vision, then aligning my expertise with your goals and ideas.

When I’m not in the office, I enjoy spending time with my wife, Kim, and our two children, traveling, riding the Peloton or running our dog, and coaching our kids’ baseball and softball teams. Someday I’d like to learn how to play guitar, travel more extensively, and complete a few more triathlons.

If you have questions about retirement, taxes or your equity compensation package, let’s talk. I’d love to meet and learn more about you, your family and your financial goals.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Private Wealth Advisor (CPWA)
  • Certified Public Accountant (CPA)
  • Retirement Management Advisor (RMA)

Affiliations

  • The AGC

Primary Location

200 EAST EVERGREEN AVENUE, MOUNT PROSPECT, IL, 60056

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Contact Me' button below my profile picture to send me a note so we can schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Alo Financial Planning provides investment management and financial planning services for successful business professionals so they can devote more time and energy towards their family and career. Clients leverage our expertise and partnership for their financial growth and peace of mind. Executive compensation, retirement planning, tax integration - we have your plan covered.

AREAS OF EXPERTISE

Successful executives and managers have unique opportunities and needs when it comes to financial planning. They want a trusted partner to help with stock compensation, tax planning, job changes, portfolio management, and overseeing the big financial picture so they can focus on their family and career.

✅ EXECUTIVE COMPENSATION

✅ FIDUCIARY FINANCIAL PLANNING

✅ TAX INTEGRATION

✅ RETIREMENT PLANNING

✅ EDUCATION FUNDING

ADVISORY SERVICES

Your time and money are valuable resources. Our advisory services are designed for you to make the most of both. We begin with designing a personalized Financial Plan based on your financial resources, values, concerns, and goals. Wealth Management goes a step further by implementing the agreed-upon strategies and monitoring the plan for you.

Education

Gies College of Business - University of Illinois Urbana-Champaign, Bachelor of Science - BS, Accounting

Hobbies and Interests

  • Family
  • Sports
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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