We understand the Families behind the finances.

Your Experienced Financial Planner in Libertyville, serving Chicago and surrounding suburbs since 1988

The Tranel Financial Group is a fiduciary financial planner serving clients across Chicago, Vernon Hills, Buffalo Grove, and surrounding suburbs. As a respected financial advisory firm, we specialize in personalized financial solutions tailored to your unique needs.

Planning for Your Life, Lifestyle, and Legacy.

When it comes to managing finances, almost every question starts the same: Can I retire? Can I go on vacation? Can I buy a second home? By walking you through a unique process that helps identify the best way to manage and maximize your assets, we change “can I” into “I can.” We want you to enjoy life to its full extent and leave a meaningful legacy.

As an independent, fiduciary financial planner, we are only accountable for your success. It’s our mission to give you clarity into your finances and confidence in your future through lifelong support and objective advice.

See the Tranel Difference

We’re not just financial planners. We’reeducators.Guides. Accountability partners.

At The Tranel Financial Group, our planning process starts with you—understanding your unique goals, dreams, hopes, and fears. This includes thoughtful discussions, personal advice, and a thorough review of how and why various investments work. We don’t recommend anything until we’ve reached an agreement and understanding. And we know your life and the world changes. Your advisor proactively checks in with you to review and rebalance, helping guide you down the right path at every life stage based on your needs.

Financial Planning Services Tailored to Your Goals

At The Tranel Financial Group, we understand that every individual’s financial journey is unique. That’s why our team of experienced financial advisors offers comprehensive financial planning services to help you navigate life’s economic complexities. Whether you’re planning for retirement, facing unexpected significant expenses, or seeking guidance with financial planning, our dedicated personal advisors are here to provide expert assistance at every step.

Specialized Financial Management and Wealth Preservation

As one of the top wealth management firms, our commitment to excellence extends to all aspects of financial management. As a long standing asset management firm in Illinois, we strive to prioritize your financial well-being above all else. From retirement planning to wealth management strategies, our team works to apply foremost practices to preserve and increase your assets for the future.

Our Growth and Income Strategy

We bring a powerful new approach to understanding and managing your money, designed so you can enjoy an active, fulfilling retirement. So, when you ask yourself that vital question –“How much do I need to retire?” We can give you the answer.

For example:
Say you have a $4 million nest egg. You decide to withdraw a 4% income stream from your nest egg every year to live your desired lifestyle.

Growth and Income Strategy

After a year, say, a significant unexpected expense comes up. You must withdraw an additional $500,000 cash beyond your monthly income. This reduces your nest egg’s relative value to $3,500,000, reducing your yearly payout. You just gave yourself a pay cut in retirement. That’s the last thing you want to do—significantly since inflation increases the cost of living during your 20–30 years of retirement.

Unexcepted Big expenses

We have strategies that can help you.

How much do I need to retire? How am I doing so far? Everyone asks these questions at some point. We’re here to take the guesswork out of your retirement planning, clarifying where you stand so you can be confident about where you’re headed. That starts with defining your vision of success. Together, we’ll map out a plan considering your challenges, goals, and aspirations.

Get Started Today

Are you ready to take control of your financial future? Don’t wait any longer – contact The Tranel Financial Group today to schedule your personalized consultation. Our team is here to help you achieve your goals and secure a brighter tomorrow.

Schedule a meeting now

Four faded images of person in different business contexts

It’s not just the investments. It’s how you invest.

Investments themselves are simply vehicles—it’s the unique way we build and package them together that drives success. Your advisor will teach you fundamental investment concepts, taking the mystery and fear out of investing. Knowing both the “what” and “why” of your investments gives you assurance and peace of mind that your assets are under control.

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Teamwork drives excellence.

Our agency structure rewards associates for sharing ideas and strategies. Your Tranel advisor isn’t working alone, they are guided by an internal investment team with more than 100 years of experience. They bounce ideas off of each other and bring in other advisors if your situation requires additional support. Egos are left at the door, and the focus is on your success.

Meet Our Team

Roch Tranel
Jenna Bradford
Joey Bunton
Erich Fischer

Bring clarity to your finances with these helpful tools and resources.