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1861 Hicks Road, Suite D, Rolling Meadows, IL 60008

847-496-4179
brenda.knox@financialelementsinc.com
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Thoughtful Advice. Trusted Relationships. Confident Decisions.

Personalized financial planning and investment management to help you make thoughtful financial decisions with confidence—through every stage of life.

What We do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, we work with you to build a plan that makes sense for your life — not someone else's. Think of us as your sounding board, your strategists, and your advocates all in one.

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

Financial planning begins with listening. Before we recommend a strategy, we take the time to understand your goals, your concerns, and what success means to you. Together, we'll build a financial plan that's designed around your life and evolves as your needs, priorities, and goals change over time.

Our Solutions
Comprehensive Planning. Integrated Advice.

Financial planning works best when every piece works together. Investment decisions affect taxes. Retirement planning influences Social Security. Estate planning shapes your legacy. Rather than looking at each area in isolation, we integrate every aspect of your financial life into one coordinated strategy designed around your goals and priorities.


Portfolio Management

Your investment portfolio is one part of your overall financial plan. We'll build and manage a portfolio aligned with your goals, risk tolerance, and long-term strategy.

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Retirement Planning

Retirement is more than reaching a number. We'll help you coordinate income strategies, Social Security, taxes, investments, and spending so you can retire with confidence.

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Risk Management

Protecting what you've built is an important part of every financial plan. We'll help you identify potential risks and develop strategies to prepare for the unexpected.

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Estate Strategy

We'll work alongside your attorney and other professionals to help ensure your estate plan reflects your wishes and supports the people and causes that matter most to you.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation.box-empty

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Advanced Planning Strategies

As your financial life becomes more complex, so do the decisions. We'll help coordinate the many moving pieces so your planning remains organized, tax-efficient, and aligned with your goals.

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build.box-empty

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals.box-empty

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Social Security Strategies

Claiming Social Security is one of many important retirement decisions. We'll help you understand your options and how they fit into your overall retirement income strategy.

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Cash Flow Analysis

A successful financial plan starts with understanding how money flows through your life. We'll help you develop a spending strategy that supports today's priorities while preparing for tomorrow.

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan.box-empty

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Charitable Giving

If giving is important to you, we'll help you incorporate charitable strategies into your overall financial and tax plan so your generosity has the greatest impact.

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind.box-empty

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals.box-empty

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Financial Education

We believe informed clients make better decisions. We'll help you understand your options so you can move forward with confidence.

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How To Get Started
About Our FirmReal Conversations. Thoughtful Strategies. Lasting Relationships.

About Our Firm
Real Conversations. Thoughtful Strategies. Lasting Relationships.

Financial planning is about more than numbers—it's about understanding what's important to you and helping you make thoughtful financial decisions with confidence. We take the time to listen, explain complex topics in plain language, and develop strategies that reflect your goals, values, and priorities.

As your life changes, your financial plan should evolve with it. By bringing together investment management, retirement planning, tax considerations, estate planning, and other key areas of your financial life, we help you see the bigger picture and make decisions with confidence.

Our Process
Simple, Straightforward, and Built Around You

Financial planning doesn't have to be complicated. Our process is designed to be straightforward, collaborative, and focused on helping you make informed decisions with confidence.

1.Discover
Start With a Conversation

We'll get to know you—your goals, your concerns, your values, and what matters most to you. Understanding the whole picture is the foundation of every recommendation we make.

2. Chart a Course
Map Out Your Strategy

Together, we'll develop a personalized financial strategy that brings together every aspect of your financial life—from investments and retirement to taxes, estate planning, and cash flow.

3. Guide and Adjust
Stay the Course Together

Financial planning is an ongoing process. As your life changes, your plan should change with it. We'll continue to review, refine, and adjust your strategy so it remains aligned with your goals.

Let's Build Your Plan

Our Resources
Learn. Explore. Plan.

Whether you're researching a specific topic or simply looking to expand your financial knowledge, you'll find practical articles and tools to help along the way.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.
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Get Started
Let's See If We're a Good Fit

Every successful client relationship starts with a conversation. We'll learn about your goals, answer your questions, and discuss how Financial Elements can help. It's an opportunity for both of us to determine whether we're the right fit.

Let's Build Your Plan