Hello,
I’m Eddie Patel CFP®

Aggregate. Deliberate. Decide.

 

What I do

Clients of all ages invariably want to know, “Eddie - When can I retire?” If you are tired of trying to answer this and other financial planning related questions, you have come to the right place.

I am going to provide you all of the tools you will need to succeed on your life’s mission. From data aggregation software to psychometric risk profiling, to retirement income projections, to tax planning and beyond, my practice is all about helping you understand your money better and what it will take for you to succeed in your goals.

 
 
  • Schedule a consultation where you’ll be asked a few questions so that I can tailor my best recommendations. We value human connection and want to get to know you.

    We’ll ask for things like your tax return, your current statements, and a litany of potential other forms if you have them.

  • At Eddie Patel Inc, we “Riskalyze.” Think of your risk score as a speed limit. The higher you score, the faster you can go and the more aggressive investment recommendations can be. If your score is lower, we slow it down and select investments that make you feel most comfortable.

  • Based on our conversations, we’ll create a unique financial portfolio that best suits your situation.

    We want your investments to happen in real time and match moments that matter most. Your plan will evolve just as technology and life does.

 

What People Are Saying

 
 

Our services

Financial Planning

Investments

E-Money

Tax Planning

 

Your trust,
Eddie’s financial expertise.

Eddie Patel, CFP® will diligently assess your financial situation to ensure the best possible plan and outcomes that work toward your goals. You’ll be walked through the entire financial planning process with focused and individualized advice.


Licenses:

Series 65 (Registered Investment Adviser Licensure Examination)

Life/Health Insurance 
(Illinois, California, & Florida)

Illinois Real Estate Broker 

 

 

In-person and remote options

Our offices are located throughout the Chicagoland area and we offer virtual options to accommodate your needs.

 
 
 

Our blog

 

If Your Refund Has Been Delayed, Here Are a Couple Reasons Why

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Estimated Tax Payment Due Dates Remain Unchanged

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New Exclusion on Unemployment Compensation 2021

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I Received an EIDL Emergency Advance. Is it Taxable?

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Get your start here.
Contact Eddie Patel Inc. today.