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Nancy L Tani

Nancy L. Tani

Some features on this profile are disabled
CRD#: 1327010
Nancy L Tani

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy L Tani, CFP®, who also goes by Nancy L Hasegawa, Nancy L. Tani, was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 2012. Nancy had worked at 4 firms .

Core Areas of Focus

Baby Boomers
Cash Flow/Budgets/Credit Issues
College/Education Planning
Investment Advice without Ongoing Management
Retirement Planning & Distribution Rules
Women's Financial Planning Issues

Biography

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. Nancy 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. Visit Nancy's website to learn more or contact her to schedule an initial complimentary meeting.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
No

Aliases

Nancy L Hasegawa | Nancy L. Tani

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Past

April 5, 2018 - April 3, 2026

RETIRE SECURE FINANCIAL PLANNING, LLC

RIA
CRD#: 293544
EVANSTON, IL
Past

August 11, 2016 - November 27, 2018

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RIA
CRD#: 112296
EVANSTON, IL
Past

November 3, 2015 - January 4, 2016

STRATEGIC WEALTH PARTNERS

RIA
CRD#: 174052
DEERFIELD, IL
Past

September 18, 2012 - October 30, 2015

GREATLIGHT FEE ONLY ADVISORS, LLC

RIA
CRD#: 137925
EVANSTON, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

RETIRE SECURE FINANCIAL PLANNING, LLC
RETIRE SECURE FINANCIAL PLANNING, LLC
RETIRE SECURE FINANCIAL PLANNING, LLC

CRD#: 293544 / SEC#:

Illinois
Registered Investment Advisory firm - (4/5/2018 Approved)
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Contact information

Main Address
Evanston, IL
Mailing Address
Phone number
(847) 281-5141
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 4,269,209

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIRE SECURE FINANCIAL PLANNING, LLC

RETIRE SECURE FINANCIAL PLANNING, LLC

CRD#: 293544

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