The Best Retirement Planning in Illinois
We graded 10 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 4,426 Google reviews of 51 top-rated retirement planning nationwide; 10 of them in Illinois. Updated November 1, 2026.
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Best retirement planning in Illinois for estate planning
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The Dala GroupHow Job match is calculatedBuilt only from reviews Google tagged “Estate planning”:Stars on this job 55%5.00★Number of such jobs 25%9Overall Experts Score 20%91Job match= 96Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.96Job match = this company’s ★ on reviews Google tagged “Estate planning” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about estate planning
The Dala GroupI’d like to acknowledge the exceptional service provided to me and my family by The Dala Group. From the very first interaction, they have been very welcoming, cordial, and wanting to work with us. They are always responsive to all our queries and respond in a timely manner. They address all our concerns. Many a…
The Dala GroupWe highly recommend The Dala Group for anyone seeking expert guidance in financial planning, wealth management, investment advising, insurance consulting, and retirement savings planning. The professionalism, knowledge, and personalized approach that we receive from Mike Heatwole and his team at The Dala Group has…
The Dala GroupWell Established and talented financial planners who attend to details as well as the BIG picture. This firm provides a broad range of services evidencing competence and expertise in all areas in which they practice. Finally, they establish and maintain excellent relationships. I recommend them highly.
The Dala Group’ve been with The Dala Group since the very beginning, and I can say without hesitation that their knowledge and integrity are unmatched in this industry. Mike and his team consistently go above and beyond to take care of their clients. Over the course of my career, I’ve experienced seasons of growth, plateaus, and…
The Dala GroupWe have been with Dala over a year. Our advisor Kim and her assistant Trey are the best. They guided us in every aspect of planning and we have not been disappointed. Before deciding on Dala we checked out a few other businesses, the Dala team is top notch. Great communication and relationship building.
The Dala GroupI can’t say enough good things about the Dala Group. I am totally confident that our relationship is a win-win. The organization is made up of authentic and competent professionals. They are like family to me. Give them a chance to service your needs. You cannot go wrong with them.
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of retirement planning).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Woodfield Financial Advisors, Inc.Rolling Meadows, IL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
| 2 |  MTD Financial & MTD Wealth ManagementRolling Meadows, IL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.98 | — |
| 3 |  Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLCRolling Meadows, IL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 4 |  Ibrahim Essa - COUNTRY Financial AgentRolling Meadows, IL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 5 |  B.B. Financial GroupRolling Meadows, IL | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%99+25.8Value 15%87+13.2Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 6 |  Leading Edge Wealth Management, LLCRolling Meadows, IL | A 95How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%96+56.3Reliability 26%97+25.3Value 15%86+13.1Experts Score= 95Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.96 | — |
| 7 |  Bott & Associates, Ltd.Rolling Meadows, IL | A 92How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%94+51.3Reliability 24%92+22.3Value 14%97+13.7Replies to reviews 7%69+4.9Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAB | 4.92 | — |
| 8 |  Wealth Financial Services & Tax AdvisoryRolling Meadows, IL | A 92How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%94+51.3Reliability 24%91+22.1Value 14%100+14.1Replies to reviews 7%81+5.7Craft & service penalty88−1.2Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAA | 4.92 | — |
| 9 |  NTegrity LawRolling Meadows, IL | A 91How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%94+51.3Reliability 24%96+23.3Value 14%100+14.1Replies to reviews 7%40+2.8Experts Score= 91Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAC | 4.94 | — |
| 10 | The Dala GroupRolling Meadows, IL | A 91How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%93+54.6Reliability 26%80+20.9Value 15%100+15.2Experts Score= 91Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 4.95 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Retirement Planning in Illinois at a glance
How the 10 retirement planning we rated in Illinois compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A10100%
- Grade B00%
- Grade C00%
- Grade D00%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up10100%
- 4.80–4.89★00%
- 4.60–4.79★00%
- Below 4.60★00%
What customers praise
Share of Google review highlights.
- Quality23723%
- Professionalism33332%
- Responsiveness28627%
- Punctuality00%
- Value18918%
Was the price fair?
All price verdicts left with reviews.
- Great price23357%
- Reasonable15037%
- Overpriced61%
- Not sure184%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.