eWorth Client Portal Login Our Blog

Home
Individuals
Business
Investments
- Investment Philosophy
- Investment Process
Our Team
Resources
Contact

Contact

karen.derose@derosefpg.com

Chicago Office

8755 West Higgins Road Suite 200

Chicago, IL 60631

Phone: (773) 380-8523

Toll-Free: (800) 261-4278

Mon-Fri: 8:30 AM - 5:00 PM

Have A Question?

Name

Email Address

Question Thank you! Oops!

Contact

DeRose Financial Planning Group

Office: 773-867-3631

Fax: 773-867-3630

8755 West Higgins Road

Suite 200

Chicago, IL 60631

karen.derose@derosefpg.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

We are licensed in the following states: IL, WI, AZ, CA, CO, CT, DC, FL, GA, HI, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Karen's IL Insurance License #2163868

Anthony's IL Insurance License: #16811531

CRN-3626402-060921

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.*

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

In MI, securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer, registered investment advisor and insurance agency. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. In WA, insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. In UT, LFA Insurance Agency - insurance offered through Lincoln affiliates and other fine companies. In all other states, insurance offered through Lincoln affiliates and other fine companies.

DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors.