Transparent Planning Built for You
Who You Are
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Successful Professional
As a successful mid-life professional, you have worked hard to build your wealth and ensure financial stability for your family. However, you may be uncertain about your financial future and want to ensure you are on the right track for retirement. You want receive personalized, unbiased financial guidance that helps you achieve your financial goals and gives you peace of mind.
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Business Owner/Entrepeneur
As a small business owner or entrepreneur, you understand the importance of making informed financial decisions. However, managing your personal and business finances can be overwhelming and time-consuming. You want expert guidance on managing your finances, optimizing your taxes, and planning for the future, so you can focus on growing your business and achieving your personal financial goals.
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Tax Sensitive Retirees
As a tax-sensitive retiree, you want to ensure that you are maximizing your retirement income and minimizing your tax liability. However, navigating the complex tax landscape can be daunting and mistakes can be costly. You want to receive personalized guidance on tax-efficient retirement strategies, investment management, and estate planning, helping you achieve your retirement goals while keeping your tax bill in check.
“Financial planning is much more than just numbers. It is about getting to know your family and what’s important to you.”
— Kyle Long, CPA
Who We Are
KYLE M. LONG, CPA
Owner & Financial Planner
Kyle received a BS in Accounting from Taylor University, where he graduated magna cum laude. Kyle has 5+ years of public accounting experience and 3+ years of financial planning and investment management experience.
As a young financial professional, Kyle noticed that most financial advisors sell expensive commissioned products, don’t offer values based investing and have high minimum asset requirements. Kyle realized that he couldn’t be eligible to receive good, affordable financial advice himself. Because of this, Kyle wasn’t able to help those closest to him—family and friends. Kyle desired to integrate fee-only financial planning and values-based investing and work for a firm where he could help anyone, regardless of net worth. When Kyle couldn’t find a firm like this, he decided to start his own and launched Long Planning in 2019. Kyle loves the financial planning profession because it allows him to integrate his technical skills and financial nerdiness with his love for people. Financial planning allows Kyle to make a tangible and positive impact in peoples lives.
Kyle lives in Geneva, IL with his wife, Bridget, and two young children. Kyle is very involved in his local church and can be seen regularly at local parks chasing down his 3 year old. Kyle also enjoys a good conversation at a local coffee shop or brewery, golf and biking the Fox River trail.
