Contact Details

8755 West Higgins Road
Suite 200
Chicago, IL 60631



Simply Sophisticated Wealth Planning

Simply Sophisticated Wealth Planning, LLC

When the call comes that a loved one needs care, two questions come to mind: “What do I need to do?” and “How will we pay for this?”

Simply Sophisticated Wealth Planning, LLC is devoted to walking hand-in-hand with families facing a caregiving crisis. We realize that many families have been fortunate to not have to go down this path before, and realize they are unfamiliar with what questions to ask and prioritizing what should be addressed first, second and third. They only have one chance to get this right and fortunately, our planning software can run multiple scenarios through thousands of hypothetical trials to determine what sequence of events would provide optimized financial outcomes.

Let us put a plan together to organize the medical, legal and financial aspects of your senior loved one in order.