Nancy L. Tani
RETIRE SECURE FINANCIAL PLANNING
Evanston, IL
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CRD#: 1327010
Professional summary
Nancy L Tani, CFP®, who also goes by Nancy L Hasegawa, Nancy L. Tani, is a registered financial advisor currently at RETIRE SECURE FINANCIAL PLANNING, LLC located in Evanston, Illinois.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nancy has worked at 4 firms .
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
Do you have an area of expertise or specialization?
Baby Boomers
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice without Ongo...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy L Tani's CRS (Customer Relationship Summary).
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®
Start date: 2010
Experience
Current
April 5, 2018 - Present
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/5/2018)
Exams
Current Firm
RETIRE SECURE FINANCIAL PLANNING, LLC
RETIRE SECURE FINANCIAL PLANNING, LLC
CRD#: 293544 / SEC#:
Illinois
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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
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 4,269,209 |
Red Flags
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