Alan F. Adducci, CFP®

Principal

Founded………

ADDUCCI FINANCIAL LLC, in 2007

Qualifications…….

CERTIFIED FINANCIAL PLANNER™ practitioner*

Alan Adducci obtained his Certified Financial Planner™ certification in 2001.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement

  • Registered Representative & Investment Adviser Representative of LPL Financial, a Registered Investment Adviser
  • Licensed Life, Health & Long Term Care Insurance
  • Bachelor of Science, Northern Illinois University, Marketing

Practice Specializing In…….

  • Financial Planning
    • Business Retirement Group Plans
      Customized & Combining Business Pension Plans (ie. 401K, Profit Sharing, Cash Balance, etc.) To Address Business Owners Goals
      Ongoing Investment Monitoring
      Ongoing Investment Recommendations
      404(c) Assistance
      Qualified Default Investment Alternative Assistance
      Custom Model Portfolios
      Investment Policy Statement Preparation
      Service Provider Liaison
      Performance Reports
      Assistance with Changes in Investment Options
      Education Services to Plan Committee
      Participant Enrollment
      Participant Education
      Plan Search Support/Vendor Analysis
      Benchmarking Services
      Assistance Identifying Plan Fees
     
  • Retirement Planning
  • Investment Portfolio Analysis and Design
  • Investment Strategies
  • Estate Planning
  • Charitable Giving Strategies
  • College Planning
  • Risk Management