About our Firm

Here’s our story. We look forward to hearing yours.

Richard J. Heuberger Financial Consultant

Phone: 847.268.3670 x.103

Richard J. Heuberger is a financial consultant with Personal Financial Strategies, Inc. Rich has over 30 years of experience in consumer business in the Chicago area and joined the financial services industry after selling the last of his companies. He is knowledgeable in tax reduction strategies, investing for income and college planning for grandchildren. He also has helped clients sell investment property they no longer wished to manage, defer current taxes on the sale proceeds and generate monthly income from the sale.

Rich is proud of the relationships he has built with his clients. He notes that he frequently receives calls from his clients about major life events, including weddings, births and the passing of longtime clients. He says, “It is truly an honor to be part of the life and death events of clients who often become friends.”

Rich lives in Evanston, Illinois, with his wife, Elaine, and their two dogs, Stella and Cooper. In his free time, Rich enjoys fine wine, a good cigar and collecting artwork from up-and-coming Chicago-area artists.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at lgoldstein@pfswm.com or call us at 847.268.3670 today!