Rockford Retirement Planning Inc

We typically like to meet for about an hour or so to help answer all of your questions you might have on any financial topic that is of most interet to you. In that meeting we will useually uncover an area or two where we can put our clients tens of thousands of dollars ahead or help them potentially avoid some major pitfalls. There is no charge to meet and nothing to buy at this point. Does that sound like it might be helpful for you? 

I have a bachelors degress in Business Administration and am licenced both on the insurance side and on the fee only investment side of the business. I hold a Life and Health License as well as a series 65 securities license and I have been in the industry sense 1993 full time. I have written an Amazon Best Selling book on Finance and I have taught a class at Rock Valley College on Retirement planning for about 12 years now. 

The true cost of a good financial plan can get complicated quickly. For that reason I have devoted an entire tab on my website just to explaining in lamons terms how fees and costs really work. Please feel free to check out this valuable FREE resource at https://www.financialadvisorrockfordillinois.com/costs-invovled/

I started in the financial services field right out of college and it has been a life long passion of mine for almost 30 years now. I always wanted to more fully understand how money really worked myself and I enjoy teaching others all that I have learned on my journey. 

I have worked with every type of client over the years but currently I focus mainly on helping people who are nearing retirement to make the dificult transisiton from work like to retirement life. I prefer to work with Middle America. I grew up the child of blue collar workers and these are the people I relate best too althouh I also work with many professionals such as Nurses, Engineers, IT profesionals,Teachers and Administrators. In the Rockford area many of my clients come from Woodward, UTC, and the 3 Major Hospitals and the School System. 

Recently a client of mine reffered me to his Mom. We were able to not only remove much of the risk from her portfolio but also help her understand and utilise better what she owned. It was so rewarding helping her to understand her own financial situation for probably the first time in her life. And she is 84 years old. I know that because of the work we did together she is much better prepared for the changes that are sure to come when her already ill husband passes away, now that she understands this risk, and what can be done to better prepare for it. I was so glad to be able to help. It felt great! 

Listen to your gut. I tell all of my perspective clients that my job is to help you make educated decisions about your money that FEEL RIGHT TO YOU! If it does not feel right you should not do it. My job is not to wrestle you into a particular product or strategy. If it feels like a wrestling match you are probably in the wrong office. Find someone who actually listens to you and who you can feel good about working with. 

Am I looking to work with a stock broker who promises me big returns or a wholistic advisor who takes all of my needs into account? Am I looking for someone who will help me with Estate Planning, Social Security Planning, Income Planning, Medicare Planning, Tax Planning or someone who is only interested in growing my money? Why is having the right Financial Plan in place important to me?