Trusted

by

Investors

  • Delegation is your next step to achieving more. So it follows that whoever you collaborate with on your financial journey forward should put you first.

  • Long-term investing does not have to be complicated. Access the world of investments through a trusted source who will have an unbiased approach to investing your portfolio.

  • Balancing earning, spending, and tax planning can be especially challenging if you are navigating a period of significant change. That’s why it’s even more important to have a comprehensive plan and track your progress toward the milestones that matter most to you.

Serving clients in Chicago, IL

and nationwide remotely

Smiling person, the founder, in a blue shirt against blurred nature background

Hi, I’m Dan

I help individuals, families, and business owners make smarter financial decisions that align with their goals.

Whether you're managing an inheritance, planning for retirement, or simply too busy to keep track of yesterday’s decisions, you can rely on Rook Financial to guide your next move in this lifelong game of financial chess.

Our Investment Management and Financial Planning Services

Investment Management

Use evidence-based investing to help you reach your goals.

Tax Planning

Include us in your conversations with your Accountant, to mitigate taxes over time

Student Loan Strategy

Included access to best-in-class service through Grad Loan Advice™

Estate and Insurance Planning

Ensure you have the right documents and coverage in place for your loved ones

Retirement Planning

Maximize every dollar in pursuit of financial independence

Virtual Advice

Meet through video and receive advice through screen-share sessions

Investment Management

Financial Planning

✅ Initial Set Up: $1500

✅ Quarterly Fee: $1250*

Q1 - Cash Flow and Goals

Q2 - Tax Planning 🔁 Student Loans

Q3 - Estate 🔁 Insurance

Q4 - Investment Review

*waived for total AUM over $500,000

*