About Shamrock Financial Planning

Shamrock Financial Planning is a Naperville, Illinois based financial planning firm specializing in Life Financial Planning.  Shamrock  uses both a quantitative and qualitative approach to financial planning for individuals and families.

The Principal, Bob Proctor, entered the financial services industry in 1989 with a large financial services firm in Chicago. Bob holds various designations (Certified Financial Planner ™ Practitioner, Chartered Financial Consultant, and Chartered Life Underwriter) and securities licenses (Series 6, 7, 63, 66).

Bob is a graduate of the University of Illinois College of Business majoring in Accounting.

At Shamrock we feel it is critically important to focus on not only what a client wants to achieve but why.  Qualitative planning enables us to understand our clients better and allows us to arrive at solutions consistent with client  values. Quantitave planning helps us measure where clients are relative to their financial goals at that point in time.  Solutions are based on both qualitative and quantitative metrics without bias as to products.

Shamrock will not provide insurance or investment solutions to a client without a comprehensive planning process taking place.  Like a physician we will not prescribe before diagnosis.