Financial Planning Services

PLAN YOUR FUTURE WITH Highview Tax and Accounting (Formerly Pavlatos & Louizos)

Highview Tax and Accounting (Formerly Pavlatos & Louizos) has provided superior financial planning services to our clientele in Chicago, IL.

Financial planning with Highview Tax and Accounting (Formerly Pavlatos & Louizos) means a customized approach to your financial future through vigilant wealth management, financial analysis, and economic foresight for your personal assets.

Highview Tax and Accounting (Formerly Pavlatos & Louizos) guides clientele to their financial future through the following services:

Retirement Planning:

financial planning services Retirement Planning

Entrusting your retirement planning to Highview Tax and Accounting (Formerly Pavlatos & Louizos) means a tailored method that ensures your financial future is stable and secure.

Risk and asset management, goal planning, and savings program planning are just a few of the tools we use to reach your financial goals.

Education and Major Expense Planning:

financial planning services

Be prepared for major expenses such as education through our robust approach toward financial planning for the future.

We guide our clients through the financial decision-making steps necessary to reach their financial goals with our expense planning service in Chicago, IL.

Financial Planning Services: Estate Planning

financial planning services

Highview Tax and Accounting (Formerly Pavlatos & Louizos) can help prepare your estate by assembling clear documentation of assets, heirs, tax settlements, and more.

We handle estate planning and our other areas of expertise with a personalized, sensitive approach so that your financial legacy remains intact.

Financial planning services is a service we offer with our financial planners. They help develop a long-term plan to reach the financial goals of the small business or individual. The financial planners can start performing tax planning & estate planning to help achieve this.

The most significant difference between a financial planner and a financial advisor is the job. Financial planners outline long-term goals for their clients, and financial advisors help manage investments and money.

There are 6 kinds of financial planning models. Cash Flow Planning, Insurance Planning, Retirement Planning, Investment Planning, Tax Planning, and Real Estate Planning.

Financial Planning Services in Chicago, IL With Highview Tax and Accounting (Formerly Pavlatos & Louizos):

• A hands-on approach that allows each client to have a tailored financial plan
• Over 50 years of financial planning and management experience
• A robust approach to financial management, planning, and risk assessment
• Top-of-the-line customer service and discretion for wealth management

Check out our complete list of accounting and financial services on our services page. 

Speak with an advisor

At Highview Tax and Accounting (Formerly Pavlatos & Louizos), we’re committed to providing excellent service for your personal or business financial goals. Please let us know how we can help!