Frequently Asked Questions

Everything You Need to Know

General Questions

What does Financial Security Consultants focus on?

Financial Security Consultants focus on retirement planning for families and individuals. Their team of professionals helps retirees and pre-retirees protect, grow, and minimize taxes on their wealth through comprehensive financial strategies tailored to the unique needs of those approaching or enjoying retirement.

Yes, Patrick Keenan at Financial Security Consultants works in a fiduciary capacity. A person working in a fiduciary capacity is legally or ethically required to put clients’ interests ahead of their own.

Absolutely! You can schedule a free retirement consultation with Financial Security Consultants. Receive personalized advice and a complimentary copy of “Milestones to Retirement,” a guide to navigating retirement.

About Financial Security Consultants

What makes Financial Security Consultants’ approach different?

Our approach is built around relationships, not transactions. We take the time to understand your goals, concerns, and priorities so we can offer guidance that reflects your full financial picture. With values like integrity, communication, and service guiding our work, we aim to make retirement planning feel clear, personal, and centered on what matters most to you.

Working with a fiduciary means your advisor is required to put your best interests first. Patrick Keenan works under fiduciary standards, which helps ensure the guidance you receive is focused on your needs, your goals, and your long-term financial confidence.

Patrick works with retirees and pre-retirees who want thoughtful guidance as they preserve, invest, and plan for their money in retirement. Since 1985, he has helped clients navigate important financial decisions with a steady, values-driven approach designed to support their lifestyle and long-term goals.

Our Financial Services

What financial services do Financial Security Consultants offer?

Financial Security Consultants offers financial services in Woodridge, Illinois, and beyond, including investment management, financial and estate planning, retirement consulting, and insurance guidance. Each service is designed to help clients create a clear plan for protecting their assets, preparing for retirement, and making confident financial decisions.

Retirement consulting can help you understand how your savings, investments, and income sources may work together after you stop receiving regular employment income. Financial Security Consultants helps clients think through retirement income strategies, distribution timing, and planning decisions so their money is better positioned to support their lifestyle throughout retirement.

Insurance is part of a financial plan because it can help protect your family, income, assets, and long-term goals from unexpected risks. As part of a broader retirement strategy, Financial Security Consultants helps clients review coverage needs and explore insurance options that may support greater financial security and peace of mind.

Contacting Us

How do I schedule a meeting with Financial Security Consultants?

You can schedule a meeting with Financial Security Consultants by completing the contact form on this page, calling (630) 745-1035, or emailing info@preservemoney.com. We will follow up with you to discuss your needs and help you take the next step toward a more confident financial plan.

Financial Security Consultants is located at 7501 Lemont Rd., Suite 20 D, Woodridge, IL 60517. The Woodridge office serves clients throughout the surrounding Chicago, Illinois area who are looking for retirement planning, investment guidance, financial planning, and insurance support.

When you contact Financial Security Consultants, it can be helpful to share your name, phone number, email address, and a brief message about what you would like to discuss. Whether you have questions about retirement planning, investment management, financial and estate planning, or insurance, we can use that information to better prepare for your conversation.

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