Fifty years guiding the Chicago area toward income designed to last.

Richard Casolari has spent roughly fifty years in financial services, and for most of that time the work has centered on one question: how to turn a lifetime of savings into income designed to last through retirement. He is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of the practice that carries his name, based in Palos Heights and serving families across Chicago's south and southwest suburbs.

The practice is deliberately selective. Richard works with clients directly rather than handing them to a junior advisor, and he keeps the roster small enough that every plan gets his attention. Financial advisor, financial planner, and financial consultant all describe the same role he fills: the person who coordinates the whole picture, not just one product.

What has kept clients with him for decades is less about any single strategy and more about how the relationship works. Plans are written down. Meetings happen on a regular schedule. And when something changes in a client's life, there is one person who already knows the whole story. For a closer look, see the services overview or the retirement income planning approach that anchors the practice.