Clarity. Confidence. Smart Planning.

Insurance that does more

A thoughtful retirement and financial plan helps you stay on track. Let’s work together to build a future with clarity, security, and peace of mind—designed for the lifestyle you deserve.

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Personalized Approach

Every plan starts with your goals, lifestyle, and vision. We don’t do generic. We build what fits your world.

Consistent Support

Financial planning isn’t one-and-done. We're here to help make adjustments when your life changes.

Proven Strategies

Practical financial tools and proven methods that focus on building confidence and long-term security.

About Us

Focused Financial Planning for Real People

Brett Riekena Financial who understands that financial and retirement planning is about more than dollars—it’s about peace of mind. With a focus on listening first, Brett helps clients build practical strategies that align with where they are today and where they want to be in the future. Whether you’re planning for retirement, managing risk, or looking to protect your loved ones, Brett brings knowledge, clarity, and a client-first mindset to every conversation. You don’t have to figure it out on your own. With steady, personal guidance, Brett works to help you feel confident in your financial direction—now and later.

Focused on Your Future

Guidance You Can Trust

Whether you’re just starting your financial journey or nearing retirement, we’re ready to walk you through your next steps. We’ll help create a plan that reflects your goals and grows with you over time. It’s not about one decision—it’s about building a future that makes sense for your life.

Financial Services In Palatine IL

Retirement Planning

Financial Planning

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Start Planning Today

No pressure. Just a quick conversation to help you understand your options. Get a free retirement or financial planning quote customized for your needs. We’ll walk you through the basics, answer your questions, and provide a clear path forward. Take the first step toward greater financial clarity and future peace of mind today.

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Let’s Talk About Your Future

Ready to get started? Whether you have questions or want to explore your planning options, reaching out is simple. We’re here to listen and provide clear, thoughtful advice based on what matters to you. Fill out the form or give us a call—we’ll help you take the next right step toward your retirement and financial goals.

Our Client’s Feedback

What Our Clients Say

People choose us because they feel heard, understood, and supported. Whether it’s preparing for retirement or managing finances through life’s ups and downs, our approach helps clients feel more confident about their future and more in control of their present. Their stories reflect our dedication to reliable, practical financial guidance.

Courtney Barts

Client

Brett and his team have consistently educated me on all things insurance. Brett wants you to really understand how the process of insurance works and what the different coverages mean. I have learned so much by speaking to him regarding the best way to protect myself and my family. If you are looking for an agent who will explain everything clearly and concisely and help you understand insurance then I cannot recommend Brett more!

George H.

Client

Brett took time to speak with me about policy options on home and auto rates. He is very well informed and explained current trends facing the insurance industry. I have been satisfied with handling of claims and prompt response to questions in the past. We have been Country Companies customers for over 20 years.

Arthur Keehan

Client

Had a difficult property to insure, Brett and Courtney got us an affordable quote in no time. In fact, Country Financial was the only insurer who would insure a 40 year old wood shake roof at all. We ultimately didn’t purchase the property, but we would happily use their services in the future.

Tiffany Harrington

Client

We now have a life insurance policy that strikes the ideal combination between cost and comprehensive coverage because of Brett’s experience. We are certain that our family’s future is well-protected because of his individualized approach and dedication to finding the finest answer. His commitment and assistance are much appreciated!