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Financial Planner Allison M. Stutts,  CPA, CFP® in Lombard IL

Allison M. Stutts, CPA, CFP®

Owner at A.M. Stutts Financial Management, LLC
Lombard, Illinois

(630) 404-9652

Contact Details

Company Name A.M. Stutts Financial Management, LLC
Logo A.M. Stutts Financial Management, LLC Company Logo by Allison M. Stutts,  CPA, CFP® in Lombard IL
Position Owner
Website
Online Social Profiles
Main Phone (630) 404-9652
Main Location
450 E. 22nd Street, Suite 150
Lombard, IL 60148
United States
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Professional Background

Credentials CPA
Fees and Services Tax Planning and Preparation, Municipal and Public Safety Employees (IMRF, SURS, SERS, TRS) Baby Boomers, Pre-Retirees, Retirees, Cash Flow and Budgeting, Hourly, Fixed Fees

About A.M. Stutts Financial Management, LLC

A.M. Stutts Financial Management LLC is a proud member of the Garrett Planning Network. Like others in the Garrett Network, we are a Fee-Only firm. As Fee-Only financial planners, we don't receive commissions or compensation from any other source but the client. We have a fiduciary responsibility to our clients and our focus is on what's best for our clients at all times. We are not affiliated with a brokerage firm, insurance company or other organization. Our services are provided on an hourly, as-needed basis.

 

A.M. Stutts Financial Management believes that financial plans aren't just for the wealthy. Our business is built on the idea that everyone should have access to professional financial planning advice and guidance. Our mission is to provide affordable and objective financial advice to individuals, families, couples, retirees and small business owners. We believe financial planning is an ongoing process built on a relationship of trust. We want to help people achieve their goals and provide them with peace of mind knowing that someone is watching out for their best interests and helping them to build financial security.

 

We offer a wide range of services from basic financial consultations and analysis to tax preparation to comprehensive financial planning. To learn more about the services we offer and the financial planning process, please visit our website.

 

About Allison - 

 

Before founding A.M. Stutts Financial Management, LLC in the western suburbs of Chicago, Allison worked in finance and accounting for more than 16 years. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant (CPA).  Allison holds a B.S. in Finance from DePaul University and she has a Masters Degree in Business Administration from Keller Graduate School of Management. She earned a Certificate in Financial Planning from DePaul University.

 

Email Allison or call her at (630) 404-9652 to get started.