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Trust Planning Opportunity and the 65 Day Rule

65 Day Rule Benefit for Trustees and Their Beneficiaries March 5, 2020 is the last day to take advantage of the 65 Day Rule. It’s not too late to take advantage of planning opportunities for certain trusts for 2019 tax filings. Irrevocable Trusts that do not require the trustee to make distributions of income to…

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DHJJ Financial Advisors Welcomes Samantha Bonamassa as Chief Compliance Officer

For questions, please contact: Stephanie Gandsey Marketing Director sgandsey@dhjj.com 630-420-1360 FOR IMMEDIATE RELEASE NAPERVILLE, IL  – February 6, 2020 – DHJJ Financial Advisors welcomes Samantha Bonamassa as the firm’s new Chief Compliance Officer. Due to significant growth of the firm, Samantha will be taking over this role in a full-time capacity from Managing Principal Paul Minta…

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The House Passes Spending Bill that Includes SECURE Act

On Tuesday, December 17, 2019, the House of Representatives passed a $1.4 trillion spending bill that included the SECURE Act (Setting Every Community Up for Retirement Enhancement). The Bill now heads to the Senate where approval is expected and then on to President Trump who is expected to sign the legislation into law. If enacted,…

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What We Do

DHJJ Financial Advisors’ approach to financial planning is based on providing a full-service program that integrates individual income tax planning along with investment management, resulting in a holistic strategy to help our clients maximize their financial success. Our investment advisers are CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants which enable them to overlap their expertise in asset management, financial planning, and income tax law to provide unique solutions to our clients’ needs.

Asset Management

Custom investment portfolios based on your goals and objectives

Financial Planning

Comprehensive evaluation and analysis to assess current financial situation and plan for the future.

*Please Note: Advisory services provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.