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Financial Planning

 
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Focusing on Your Complete Financial Picture

Translating your priorities into a lifelong financial strategy can give you more confidence that you will achieve your goals.  With your objectives as our guide, we develop an integrated financial plan that addresses every stage of life, such as:

  • Maintaining your current lifestyle, from today through retirement
  • Understanding your short- and long-term spending needs
  • Maximizing cash flow
  • Helping you hedge against market volatility
  • Minimizing your tax situation
  • Making sure you are adequately and appropriately insured against risk
  • Preserving your lifestyle in retirement
 
Retirement Resource Center

Retirement Resource Center

Retirement today is much more complex than it has been in the past. Do you feel prepared to retire with confidence? Access our resources to evaluate your readiness.
 
Warren Arnold, CFP, CFA, ChFC

Warren Arnold, CFP, CFA, ChFC

Vice President
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Warren Arnold, CFP, CFA, ChFC

Warren Arnold, CFP, CFA, ChFC

Vice President
 
Warren Arnold is a Vice President at The Northern Trust Company, Chicago. Warren serves as a Senior Financial Consultant, he advises private business owners and corporate executives. He specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. His integrated consultative approach helps clients develop strategies to achieve their financial goals.

Prior to joining Northern Trust, Warren was a Financial Planner with Sullivan, Bruyette, Speros & Blayney, and with Harris Bank. At both these firms Warren specialized in comprehensive financial planning for high net worth individuals. Warren received his B.S. degree in electrical engineering from the University of Illinois Urbana – Champaign and an M.B.A. from DePaul University in Chicago. He is a Chartered Financial Analyst charter holder (CFA), Certified Financial Planner™ (CFP) certificant, and a Chartered Financial Consultant designee (ChFC).

Warren is a member of the Charted Financial Analyst Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), the FPA of Illinois, and he is a director of the FPA Chicago Loop Council. He is also an adjunct instructor at Northwestern University teaching investment management.

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Wealth Planning Insights

Sharing our collective experience to help you develop practical planning strategies.
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Advisory Services

Wealth planning expertise at Northern Trust.

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