Personal service for your goals

At Danstrom Financial Planning, we leverage state of the art technology and proven solutions to help our clients achieve their goals, but it all starts with you. Lets start a new conversation and learn about where you want to be.

Bob Danstrom, CFP®

I love having a plan. I find that knowing where I’m going and how I will get there is comforting and empowering. It also allows me to strive for and accomplish more. And that is what I help my clients  do: define what they want to achieve, and help them to implement proven strategies to get there. 

 Growing up in Winnetka, Illinois I was always a goal-oriented person. This allowed me to achieve the rank of Eagle Scout, become my high school’s mascot, and gain acceptance to the University of Illinois, which was a dream of mine. Once I graduated, I wanted to find a career where I could help people achieve more, while never compromising my values. In financial planning, I found my calling. 

 For the last 16 years I have helped individuals and families achieve their financial goals, be it retirement, starting a business, making a major purchase, or pursuing a passion. I use a consistent process and state of the art technology to help my clients uncover what is achievable. I partner with my clients to help them find ways to arrive at their destination sooner, with comfort and confidence. 

 As part of my commitment to constantly improve the advice I provide to clients, I earned the CFP® certification in 2020, and in 2021, I completed my Masters of Science in Financial Planning. I currently partner with LPL Financial, one of the largest brokerage firms in the United States. With the backing of LPL, I am able to provide my clients with the industry’s best tools and solutions. With their help, and the support of my family, I launched Danstrom Financial Planning in 2022.

 While in college, I met Liz Austermuehle, a brilliant and talented attorney, and we've been married since 2009. We live in Oak Park with our three amazing children. As a family, we enjoy reading, spending time outdoors, and traveling, and I spend my free time running, building LEGO, and seeing live music. 


Where do you want to go?

Everything we do at Danstrom Financial Planning starts with a goal: your goal. We believe there is power in knowing what you want to achieve, and then setting a plan to accomplish it.

That is why we utilize the seven step financial planning process laid out by the CFP® Board for every client goal. Together, we will uncover where you are today, help you establish achievable goals, and develop strategies to help you get to where you want to be. Then we will work together to put the plan into motion, benefitting from outsanding research, top investment offerings and state of the art technology.

Most critically, we don’t stop there. We want to partner with clients for the rest of their lives to help them stay on track and achieve more for them and their families.


What we deliver access to:

Account types:

Retirement:

  • Traditional IRA

  • Roth IRA

  • Simple IRA

  • SEP IRA

  • 401k

  • 403b

  • 457

  • Rollover IRA

  • Inherited IRA

Education:

  • 529

Estate and Legacy Planning:

  • Trust Accounts

  • Custodial accounts

Solutions:

  • Stocks

  • Bonds

  • Mutual Funds

  • Exchange-Traded Funds

  • Unit Investment Trusts

  • Separately Managed Accounts

  • Life Insurance (Permanent/Term)

  • Long Term Care Insurance

  • Annuities (Fixed/Variable)

  • CDs

Need something else?

Give us a call, and we’ll find you an expert.