FURLONG INVESTMENT SOLUTIONS
FINANCIAL PLANNING AND WEALTH MANAGEMENT
Who We Are
Furlong Investment Solutions, LLC is an independent Registered Investment Advisor (RIA) located in Chicago, Illinois. We provide customized financial planning and investment management services to help our clients align their personal finances with their distinct life and retirement goals. We designed our business from the ground up to offer our services centered on providing realistic practical solutions that addresses your individual and/or family’s financial circumstances, needs and objectives.
Our independence and adherence to the fiduciary standard allow us to provide unbiased, objective, conflict-free investment advice. Our sole objective is to understand our clientele’s financial goals; then design investment strategies to achieve them. Our only interest are those of our clients.
Check the background of this RIA on FINRA's BrokerCheck: http://brokercheck.finra.org
What we do
Life is fluid, circumstances and resources change as we progress through life’s various stages. We work in partnership with our clients to develop a unique financial plan and investment strategy that can handle a range of possible scenarios and that can evolve as you progress through your professional career and life’s different investment stages.
We start every relationship by developing a thorough understanding of a client’s personal situation, goals, income and return objectives and tolerance for risk. We then design and implement an appropriate asset allocation strategy optimized to fit your unique set of circumstances. Our core investment approach is built upon a broad platform utilizing multiple asset classes in highly diversified investments that captures global market returns.
Our mission is to provide intelligent, low cost, strategic asset allocation strategies to help secure specific life and retirement goals. It is the goal of Furlong Investment Solutions that we become our client’s trusted family financial partner providing comprehensive financial solutions throughout their career and retirement.
Our clients can be assured that they and their families will have a trustworthy partner that provides honest, intelligent, timely and unbiased advice throughout life’s expected and unexpected events. Our core values of honesty, clarity, transparency and empathy will be evident to our clients in everything we do.