Build Financial Advisors
Clients already turn to Build Accounting for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial advising services augment the tax strategies already in place.
Having both services in the same place provides clients peace of mind, knowing there is a knowledgeable and collaborative team behind the decisions. We strive to give a “look ahead” view from financial advising, in addition to the “look back” after preparing the tax return. Having both views provide a more comprehensive, 360-degree view of a client’s financial life and allows all involved to be on the same page with plan implementation.
Build Financial Advisors are different from most advisors in that we specialize in tax planning and strategy as it relates to investing and future financial decisions. We utilize strategies such as tax loss harvesting, pre-sale capital gains reviews, retirement options, and investment diversification to ensure you are making the best possible tax and financial decisions.
All services include tax return preparation and a tax strategy and reduction session.
All financial and investment planning services are provided by Build Financial Advisors, LLC.
Mike Rosenstein
Managing Partner
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
mike@buildfinancialadvisors.com
Prior to starting Build Financial Advisors, Mike worked in various C level corporate positions as well as nine years in public accounting.
Mike received a Bachelor of Science in Business Administration from The Ohio State University. He is also a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.
Mike enjoys cooking, running, traveling, and spending time with his family.
Brett Rosenstein
Partner and Financial Professional
Certified Public Accountant
Brett is the founder and president of Build Accounting where he specializes in taxation for individuals and businesses. His background helps clients understand both the financial and tax perspective of their decisions.
Brett received a Bachelor of Science in Business Administration from The Ohio State University. He is also a Certified Public Accountant.
When Brett is not working, he is running, biking, spending time with his wife and daughter, or trying new pizza places around Chicago.
Our Services
Investment Management
Retirement Planning
Small Business, 1099, and Contractor Retirement Plans
Tax Return Preparation
Investment Diversification Review and Benchmarks
Tax Strategy and Reduction
Debt Consolidation
Mortgage Advice
College Funding
Insurance Advice
Budgeting
Comprehensive Financial Planning
Our Promise
Collaborative Process
We do not dictate a solution. We work together with clients to come up with the best options for success.
Fiduciary
We will always act in the best interests of the Client. We place the interests of the client above the interests of our staff and Build Financial Advisors.
Integrity
Integrity demands honesty, candor, dependability and good judgement.
Communication
We are available almost every day for questions about your current or proposed financial plan. We will also be providing periodic advice with our Financial Planning Tips and Strategies emails.