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What we do

Hinsdale’s Preferred High Net Worth CPA Firm

As a highly experienced financial services company, DHJJ is a high net worth CPA firm specializing in providing guidance in asset management, financial, tax, and retirement planning. With years of experience in the industry, we are well-equipped to help high net worth individuals navigate the complexities of managing their finances. Our team is dedicated to developing financial plans that help clients achieve their long-term goals, maximizing tax savings strategies, and preparing for a comfortable retirement. At DHJJ, we are committed to providing exceptional service and personalized attention to each of our clients, making us a trusted partner in their financial journey. With a strong track record of successful financial management, DHJJ offers comprehensive solutions in asset management, financial consulting, tax planning, and retirement strategies, tailored to meet each client’s unique needs. Our highly skilled team combines industry expertise and innovative approaches to deliver tailored financial plans that enable high net worth clients to achieve their long-term objectives while optimizing their tax liabilities and ensuring a secure retirement. At DHJJ, we take pride in fostering enduring relationships with our clients, delivering unwavering commitment, and establishing ourselves as a reliable and esteemed companion throughout their high net worth financial voyage.

Nearest DHJJ Office to Hinsdale

Business Info & Hours

Naperville Office

184 Shuman Blvd #200, Naperville, IL 60563

Phone Number

(630) 420-1360

Office Hours

Monday – Friday: 8:30 am – 5:00 pm

Weekends: Closed

high net worth cpa firm calculates financial and tax planning

Financial and Tax Planning

DHJJ’s tax team provides customized approaches to tax planning and preparation. Effective tax management can lead to significant benefits for your personal wealth in the long run. Our team works closely with you to minimize tax liability while taking advantage of special credits and incentives to optimize your financial impact.

Our proactive approach involves identifying potential problems and discovering innovative strategies to save money over the long term. Our experienced Certified Public Accountants offer strategic tax planning services for businesses and individuals in the Chicagoland area. Our team works to identify new tax legislation that could impact you. We are committed to providing customized financial and tax planning solutions.

Financial Asset Management

DHJJ’s financial asset management services are designed to provide clients with a comprehensive approach to managing their investment portfolios. Our team works closely with clients to develop personalized investment strategies that align with their objectives. We take a holistic approach to financial asset management, focusing on maximizing returns while minimizing risk through regular portfolio monitoring, rebalancing, and risk management strategies.

As part of our financial asset management service, we provide clients with regular performance reports and investment updates, keeping them informed of their portfolio’s progress and any changes made to their investment strategies. We believe in transparent communication with our clients and are committed to providing exceptional service every step of the way.

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Our service also includes ongoing analysis of market trends and investment opportunities to ensure that our clients’ portfolios are always well-positioned to take advantage of potential gains. Clients can have peace of mind knowing that their investments are being managed by experienced professionals who are dedicated to helping them achieve their financial goals.

A middle aged African-American couple meet with a financial advisor to discuss retirement planning at a high net worth cpa firm

Retirement Planning

DHJJ’s retirement planning services offer a comprehensive approach to help clients achieve their retirement goals. Our team assists in developing a personalized retirement plan that takes into account factors such as age, risk tolerance, and retirement goals. We analyze clients’ current retirement savings and projected income to determine if they are on track to meet their goals. If necessary, we recommend adjustments to savings strategies or retirement goals to ensure clients are on track.

Our retirement planning service also includes ongoing advice on retirement income distribution strategies, social security optimization, and estate planning guidance to help clients maximize their retirement income and minimize their tax liability. We believe in transparency and open communication with our clients. We provide regular updates on retirement plan performance and adjust strategies as needed to ensure that clients remain on track to meet their retirement goals. Our retirement planning services are designed to provide clients with financial security in their retirement years, allowing them to focus on enjoying their retirement to the fullest.

Customizable Advisory Services

We understand that businesses have unique needs and goals, which is why our Advisory Services are customizable to suit your specific requirements in Hinsdale. Whether you’re planning to expand your business, prepare for retirement, or preserve your wealth for future generations, our team of business advisors can provide tailored advice to help you achieve your objectives. From the inception of your business to its sale, our comprehensive services cover all aspects of your business to ensure you’re on the right path. Additionally, we offer wealth management and estate planning services to help you make the most of your finances. Trust us to help you attain financial success.

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