Your Journey to financial
Begins Today!

Hello and thank you for your interest in Rose Advisory Group!

Middle-Income people in their 50’s and 60’s who plan to retire within the next 10 – 15 years have been underserved by the financial community. You’ve been diligent and worked hard to accumulate savings, but you’ve been left largely on your own to create a workable retirement strategy. 


And now that it’s coming up; you realize the game is changing. The stakes (enjoying retirement) are enormous. So, you’re seeking guidance targeted to your specific needs to answer arguably the most important question.   


“How do I protect my nest egg?”


Research is helpful but financial strategies are confusing and tax laws are a tangled web. Also, the Internet can be a cesspool of overwhelming, often contradictory information.


Your biggest fear (and, rightly so) is getting taken advantage of, or getting complicated advice from a generalist-advisor who may NOT be the best choice for this time in your life.


A generalist advisor talks about the stock market, returns, and diversification strategies. Important concepts to grow your nest egg for sure; however, that advisor likely won't focus on social security or income strategies or how taxes can devour your savings if not managed. These are topics that the generalist advisor hasn’t been specifically trained in.


Creating safety, simplicity and strength in retirement requires a different set of skills than what you did to accumulate your savings. 


That’s why at Rose Advisory Group, we created the SECURiMENT™ Retirement Success Method. 


SECURiMENT™ is a process specifically designed for someone like you who seeks a comprehensive retirement strategy, so your next chapter is free of regrets.


With SECURiMENT™ - the guidance will always be easy-to understand, the strategies will always be proven, and we’ll always protect your assets.


At this stage in your life, you probably have what you need and hopefully – much of what you want. With SECURiMENT™ - we’re going to keep it that way!


Darryl Rosen MBA, RICP

Founder, Chief Retirement Strategist

Rose Advisory Group

CELL: (312) 617-8936

P.S. You can learn more about SECURiMENT™ by watching the video below. (1:11)

To schedule a 30 minute phone consultation to see how you stack towards your ideal retirement, schedule some time by clicking the button below. You'll be taken to our scheduling page so you can choose a convenient time to chat.

Northwest Suburbs
1821 Walden office Square
Suite 400
Schaumburg, IL 60173

Phone: (224) 300-5174

Western Suburbs
3333 Warrenville Road
Suite 200
Lisle, IL 60532
Northern Suburbs
790 Estate Drive
Suite 200
Deerfield, IL 60015
Copyright © 2020 Rose Advisory Group. All Rights Reserved. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rose Advisory Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.  Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.