Independent Financial Advice You Can Trust

Regardless of your age, income, or lifestyle, your financial decisions impact your future. Expert financial planning can make the difference between financial difficulty and financial security for yourself and your family.

Robert A. Mecca & Associates LLC has a passion for helping people accumulate wealth and protect their assets. We are a full-service Certified Financial Planning (CFP) and life planning consulting firm.

Who Are We?

Robert A. Mecca & Associates LLC is a 25 year old independent, fee-only financial planning firm.  We provide comprehensive financial services including:

• Independent Investment Portfolio Analysis
• Preparing for a Secure and Comfortable Retirement
• Proactive Asset Wealth Management
• Cash Flow Maximization
• College Expense Counseling
• Sudden Wealth Assistance
• Objective Insurance Evaluation
• Tax Reduction Strategies
• Legacy and Estate Planning Consultation
• Business Profit Planning
• Designing Business Retirement Benefit Plans
• Private Wealth Management

We are conveniently located in the northwest suburbs of Chicago with two offices in Hoffman Estates.

What Are the Advantages of Partnering with Us?

We are independent and fee-only. We don't represent a bank, broker firm, insurance company, or mutual fund.  As a result, we don't have any hidden agendas and don't take commissions. That means you can trust that our advice is in your best interest.

• Bob Mecca has been an active member of the Financial Planning Association (FPA), in good standing, for 25 years and upholds their Code of Ethics.
• Bob Mecca has taught finance classes for 25 years and can communicate difficult terms that people can easily understand.
• Our firm provides comprehensive financial planning services.
• Countless single people, families, and business owners have utilized our premier multi-faceted services for over 25 years.

Read more about the Advantages of Partnering with Us.

What Types of Trustworthy Guidance Can I Receive?

As a Registered Investment Advisor, we can provide you with a comprehensive range of services. Along with our professional network of associates, we can help you:

• Make your money work harder and smarter
• Select investments, such as stocks, bonds, and mutual funds.
• Save for college while reducing taxes.
• Plan for retirement (401k, 403b, 457, IRA, Roth IRA, and rollovers).
• Manage business finances and improve cash flow.
• Minimize tax liability.
• Retain proper insurance with reduced premiums.
• Plan your estate.

Are My Discussions With Bob Confidential?

All discussions with Bob are highly confidential.  We are most sensitive to your personal financial situation and pledge a high degree of confidentiality.

Vital Information You Should Know

Get more details about our services, read case studies about people who may have similar financial problems to yours, consider some serious questions you should ask yourself about financial planning, read the Code of Ethics we uphold, check out our seminars and articles, or discover Advantages of Partnering with Us.

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