Questions? Go ahead, ask...

Nobody has all the answers. We're just glad to see you're asking questions:

	How do I plan for retirement?
	What are safe portfolio withdrawal rates?
	How will I send my children to college?
	How can I afford long term care insurance; do I really need it?
	Will my current path allow me to reach my long term financial goals?

Our expertise includes:

• Objective investment advice
• Impartial retirement planning
• Customized asset allocations
• Detailed portfolio cost analysis
• Social Security benefit strategies
• Pension plan analysis
• Comprehensive annuity evaluations
• Second opinions

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Transparent, Accessible – You Are in Control

Fee-only financial planning and investment advice means there are no commission-based products sold, therefore eliminating one of Wall Street’s biggest conflicts of interest….self-dealing.

Hourly, as-needed financial planning and investment advice adds control and cost transparency; you know what you are paying, when you are paying it and why.

Financial advocate – when combined, hourly, fee-only financial advisors can become true client advocates, putting their clients’ best interests first.

Complimentary Meeting & Written Cost Estimate

Bring your questions and concerns to a complimentary ‘get acquainted’ meeting. Review a sample plan, define and prioritize your goals, set the scope and desired outcome of any future engagements. After meeting, based on your needs, R.W. Stanley Investment Planning provides a written cost estimate. No surprises, no hidden fees.

Located at 1580 S Milwaukee Avenue in Libertyville, IL, call for an appointment - 847-816-0170 - or email Bob at: BobStanley@rwsinvestmentplanning.com

At R.W. Stanley Investment, we have no products to sell, ensuring you have everything to gain.

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