General Info

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. By merging qualitative and quantitative planning we can arrive at solutions centered around a clients value system. In general, financial planning covers many areas, including but not limited to Estate Planning, Insurance Planning, Investment Planning, College Planning, Social Security Planning, and Tax Planning. Bob Proctor has been a Certified Financial Planner (CFPR) since 2001 as well as a Chartered Financial Consultant (ChFC) since 1995.