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Our Family Helping Your Family

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Financial Consultant Roselle IL

We Take a Personal Approach


You may have worked with financial professionals in the past, or maybe you’ve made it this far without a plan. But as you look at your current financial picture, you need a trusted financial partner working with you to create a plan, stay the course, and achieve long term results.

Founded in 1992, our family practice assists individuals, families, and businesses like you develop comprehensive financial strategies based on your unique goals, needs, and concerns.


What You Can Expect



Family-Focused

We’re a multi-generational firm, meaning we especially enjoy helping families find financial freedom by incorporating their personal values into our planning solutions and strategies.

Tailor-Made Solutions

Your goals and hopes for the future guide our experiences together. That means every client we work with receives a comprehensive financial plan that’s as unique as you are.

 

Boutique Service

When you walk through our doors or give us a call, you become our highest priority. We keep our clientele small, because we’re focused on building quality relationships with each and every client.

Easy To Reach

Whether you’re located in Chicago or 3,000 miles away, the lines of communication are always open. Give us a call, send us an email or schedule an appointment anytime to let us know what’s going on and how we can help.



Learn More About How We Can Help You


Contractors 

& Business Owners

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Pre-Retirees 

& Retirees

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Independent

Women

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Ready to Talk? Take The First Step 

Get In Touch

Our Clients

Building Your Business Was No Easy Feat

It took years of sacrifice, trial and error, persistence and passion. That means leaving it behind is no easy feat either.


You Need a Financial Partner Who Understands


Your Business Is Your Livelihood

You may not have a retirement savings account, because your business is your largest financial asset. The success of your retirement lies in the success of your business.

Retirement May Not Be For A While

For many, their business was built on their passions. And if you’re doing what you love every day, we understand that you may not want to stop until you have to.

Owning a Business

Is Risky

You aren’t always in charge of what happens around you. We’ll help you control what you can keeping your business well-protected and prepared for what you can’t.



Helping You Protect Your Biggest Asset Nearing Retirement

Whether retirement is right around the corner or decades down the line, we believe it’s never too soon to address how your business will play into your future financial independence. Together we’ll focus on protecting your business where we can while developing a succession plan to pass down your legacy when you’re ready to retire.


It’s Time To Prepare You & Your Business For Retirement


Schedule a Time To Talk

Preparing For Retirement 

Can Feel Like a Balancing Act

You’re Flying High...

Enjoying the wealth you’ve worked hard to accumulate, celebrating life’s milestones and supporting your family’s comfortable lifestyle.

…While Working To Stay Grounded

Knowing you’ll soon be without a steady paycheck and preparing to live a life of financial independence through alternative sources of income.



Whether The Countdown Is Almost Over Or You’re Already Enjoying Retirement, You Need a Plan That Works (So You Don’t Have To)

You’ve heard the saying “failing to plan is planning to fail.” And when it comes to your retirement, developing a tailored, comprehensive plan can be one of your greatest assets in finding financial independence. Together we’ll address your future income options while helping you answer your biggest question about retirement - “Will I have enough?”



We’ll focus on your goals

while addressing your concerns.


Enhancing & Preserving Wealth

  • Social Security Optimization
  • Healthcare Expenses
  • Retirement Projections

Coordination & Consolidation

  • Investment Accounts
  • Retirement Accounts


Professional Oversight

  • Risk Assessment
  • Portfolio Allocation

Reinforcing Your Legacy

  • Charitable Planning Strategies
  • Distribution Planning

Financial Guidance - A Pre-Retirement Checklist

Are You Ready For Retirement?

Find out with our Free Retirement Checklist!

A Trusted Partner to Navigate Life’s Transitions

 Whether you’re amidst a complicated divorce, grieving the loss of a spouse, or independently heading towards retirement, our firm can help you make informed, well thought out decisions.

We Help Women Through All Walks of Life Including


Grey Divorce

Loss of a Spouse


Sudden Wealth

Independent Retirement


Financial Adviser Roselle IL

Ready to Navigate Your Finances After Divorce?

Use our Post-Divorce Checklist to get started.

Our Family Helping Your Family

Jack P. Cannata, CFP®, CPA Photo

Jack P. Cannata, CFP®, CPA

Principal
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Jack P. Cannata, CFP®, CPA

PRINCIPAL

E-MAIL: JACK@JPCANNATA.COM


Jack is the Principal at the financial planning firm J.P. Cannata & Associates.  A boutique firm specializing in planning for successful entrepreneurs, professionals and retirees in the areas of estate, business succession, retirement, investment and tax planning. Experience, education, and integrity are a few of the characteristics that set him apart from others in the financial services industry. With over 30 years of experience, he consistently demonstrates the unique ability to devise creative solutions to client’s complex financial concerns.

Jack is an authority on financial planning and tax issues; he is a frequent speaker and noted author on these topics having taught at DePaul University, Rosary College (Dominican University) and at various industry forums, including the Illinois Institute for Continuing Legal Education. He co-authored a chapter in Illinois Estate Administration (IICLE 2009).

A Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®), Jack holds a Master of Accountancy degree with a concentration in Taxation and a Bachelor of Science degree in Finance and Accountancy from Southern Illinois University. Jack also holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, as well as Accredited Investment Fiduciary. Jack is also an Enrolled Agent and is authorized to represent clients before any office of the IRS regarding any matters. He is a member of the Financial Planning Association.

Jack lives in Roselle, Illinois with his wife of 35 years, Lisa. Together they have three children Nicole, Joshua and Lindsey and two grandchildren Nicholas and Camden. Outside the office, Jack is an avid fly angler, a private pilot with over 1600 hours in his Piper Cherokee and is actively involved with the Columbian Club of Chicago and its Charitable Foundation.


Lindsey A. Cannata, CFP® Photo

Lindsey A. Cannata, CFP®

Financial Advisor
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Lindsey A. Cannata, CFP®

FINANCIAL ADVISOR

EMAIL: LINDSEY@JPCANNATA.COM


Lindsey Cannata’s interest in personal finance began while attending Augustana College. It was there that she landed an internship at a local financial planning firm and her passion for financial planning took root. Upon graduating, she joined her father at J.P. Cannata & Associates. Lindsey takes personal pride in her work assisting clients. She strives to find the best solutions for her clients, incorporating the analytical and emotional components of each decision. 

Often asked, what is the best part of working with family, Lindsey can undoubtably say its an aligned set of values. At our firm, it is of utmost importance every client receives superb customer service, common sense recommendations, and the knowledge to make the best decision for their family. With that in mind, we ensure every client receives personal advice and regular communication. 

In order to provide superb customer service, Lindsey continues to pursue advanced designations and degrees. She has earned one of the highest-level professional designations in the financial services industry as a CERTIFIED FINANCIAL PLANNER™ professional. She has obtained a Master of Science in Wealth Management from DePaul University and currently holds the FINRA Series 7, 63, 65 securities registrations through Commonwealth Financial Network. In addition, she is a licensed life and health insurance agent in Illinois. 

Lindsey is not only committed to bettering the lives of her clients, but also her community. As a firm, we sincerely believe our community is better when we are personally involved. Lindsey gives back through involvement in a number of charitable organizations including 100 Women Who Care benefitting local charities and through local women business groups. She is also very active with her alma mater, Augustana College. She is a current board member of the Augustana College Alumni Board of Directors as well as an active mentor to current students. 

Recently married to her husband, Zach, they have a rambunctious yellow Labrador retriever named Maverick. Lindsey enjoys spending time with family and friends, walking Maverick through her neighborhood streets of Itasca, IL and doing DIY projects throughout her house.


Joshua P. Cannata Photo

Joshua P. Cannata

Investment Manager
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Joshua P. Cannata

INVESTMENT MANAGER

EMAIL: Joshua@JPCANNATA.COM


Josh Cannata began his career with his father and sister at J.P. Cannata & Associates in 2016 and is currently in charge of our investment process and rebalancing program. This program allows us to continually review client accounts in accordance with their Investment Policy Statement. Here at J.P. Cannata & Associates, Josh’s role also includes maintaining and reviewing our recommended list by continuous research and analysis. He constantly proves that he is a great fit in our firm with his ability to articulate complex strategies in everyday terms. 


In fact, he is using this great skill to take the next step in his life, as he is currently working to obtain the Chartered Financial Consultant (ChFC) designation. Josh holds the FINRA series 7 and 66 securities registrations through Commonwealth Financial Network and is a licensed health and life insurance agent in Illinois. As is evident in his work and designations, Josh has a passion for the economy and markets, which began during his years studying economics at the University of Illinois.


Josh has an array of hobbies including music and his shared love of aviation with his father, Jack. An experienced private pilot, he flew a plane solo prior to driving a car! He also has a love of restoring classic motorcycles including BSAs, Moto Guzzi’s and Hondas. Josh has combined his passion of motorcycles with his desire to help those in need by participating in and raising money for The Distinguished Gentleman’s Ride, benefiting suicide prevention, men’s mental health awareness, as well as prostate cancer awareness through the Movember Foundation.


See what we can do for you

Wealth Management You Can Trust

Clear understandable solutions 

for your complex financial world

Our firm is focused on creating a custom plan designed to chart your unique course toward financial peace of mind. As we work together, we’ll focus on your biggest areas of concern including cash flow or retirement planning, investment planning, estate planning, succession planning and incorporating tax reduction strategies through every step. Once we’ve set the foundation for an enduring relationship built on trust, compassion and experience, we can dive deeper into the other financial concerns keep you up at night.


Our Comprehensive Financial Strategies Include:


Investment Management

Technology to drive the 5-Step Process

  1. A solid Foundation based on your objectives, tolerances, and taxes.
  2. Computer assisted Investment Modeling & Design.
  3. Codify the process with a Written Investment Policy Statement. A Business Plan for Investing.
  4. Implementation - Proper Due Diligence in management search & selection. 
  5. Ongoing Monitoring, Due Diligence, and Reporting. 
Business Owner Planning

Real Business Solutions 

  1. Develop an understanding of your business through out conversations with the principals and a thorough review of tax returns, financials, and other relevant business documents. 
  2. Map out alternative strategies for succession of your business, whether due to retirement, disability, or death. 
  3. Review the financial implications to your family, your partners, and your business. 
  4. Coordinate the planning with your CPA and attorney. 
  5. Ongoing monitoring as your business and your objectives evolve over time. 


Estate Planning

Leaving a legacy is one of the most rewarding benefits of proper financial planning. We’ll help you develop a master plan for managing your property during your lifetime and after you’ve passed. 

  1. Common estate planning concerns we’ll address together include:
    • Transfer of wealth
    • Tax minimization
    • Asset protection
    • Charitable giving
Tax Planning

It’s not how much you earn, it’s how much you keep. 

  1. Tax Reduction Strategies in coordination with your:   
    • Estate Plan
    • Retirement Plan
    • Business Plan
    • Investment Plan
  1. Inheritance & Estate Tax Planning 


Retirement Planning

Feel Confident in Your Retirement Plans

Sound techniques to accumulate wealth & solutions to withdrawal to last your lifetime. 


Tell Us Your Biggest Financial Concerns
So We Can Conquer Them Together


Get Started today

Our Financial Planning Process Includes  


Step 1: Introductory Session

In an initial, no obligation session, we will meet with you (as a couple) to discuss our approach, begin learning about you, your family, your business, and your finances. We will answer any questions and review our fees. 


Your needs, 


Your aspirations, 


Your values. 

Step 2: Information Gathering and Goal Setting

If there is a mutual belief that our offerings could benefit you, we will meet again to dive deeper into gathering data which will allow us to perform an in-depth financial analysis to assess your financial position, run projections and offer meaningful recommendations. We get to know you and your family. 


Complex Problems. 


Commonsense Solutions. 


Step 3: Recommendations

Unlike many of our competitors, we do much more than create “cookie-cutter” computer generated financial plans that wind up sitting on the shelf. We evaluate how your current financial situation relates to your long-term and short-term objectives and identify strategies to achieve your goals. 


A Clear Path, Moving at the Speed of Life. 

Step 4: Reviews and Periodic Plan Updates 

A meaningful financial plan is not a rigid document but a series of steps that only work if put into action and periodically updated as new issues arise and new opportunities become available. That’s why our services include reviewing your plan on a regular basis to help you stay on track and modifying the plan as your financial life changes. 


Your Personal CFO.


Could You Benefit From a Trusted Financial Partner?


We’re Here To Help

Offering Fee-Based Comprehensive Financial Strategies


From Our Family to Yours

When it comes to finding financial freedom, we believe in standing by you every step of the way. Whether you’re ready to get started or have a question or two in mind, feel free to fill out the form below, give us a call or schedule an appointment to get started today.