Helping Chicagoans create

SAFETY | SIMPLICITY | STRENGTH

in their financial lives!

Hello and thank you for stopping by! Please allow me to introduce myself.

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I am the founder of Rose Advisory group and the accompanying blog www.realretirementadvice.com.

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You can learn more about my qualifications by visiting my Linkedin profile. I'd rather use this real estate to share what's how I help people and why this is important to you. By the way, if you're still reading, you've read further than my 3 sons would.

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Please watch this short video about how I went from helping people choose the ideal bottle of wine to helping people plan their ideal retirement. After, if you haven't learned my motivation, then, sadly, I have made a terrible video 🤪!

So, that's why I do this work. So that you don't experience regrets in retirement.  Many of the people I meet have everything they want and need in life and just want to keep it that way!

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Two principles guide me in my work. . The first is the belief that the financial services industry makes retirement planning way more complicated than it has to be. 

 

I've helped many hard working Chicagoans and have learned that most of you have similar financial goals.

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At the deepest level, you want to view yourself as "financially savvy" and feel you have some control over your future.

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To achieve this goal, you need knowledge. You need transparency. You need easy-to understand guidance. You need professionals and sources of information that are competent, trustworthy and well-intentioned.

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Unfortunately, most readily available financial advice is overwhelming and contradictory at best. Misleading and confusing at worst. Candidly, most of what you find on the Internet is garbage.

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And the result?

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You lose confidence in your ability to make smart, sensible financial decisions. You throw your arms up in the air and do nothing, even when you know that taking action is in your best interest.

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I think this is terrible and you SHOULD NOT have to live this way. There ought to be a better way.

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The better way is the SECURiMENT™ Retirement Success Method. Watch the short video below.

So making this whole thing easier for future retirees is one motivation and principle.  Here is the other:​

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Preventing people from making change just for change sake. Here's what I mean.

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After reviewing hundreds upon hundreds of plans, I've learned that many of their plans are just fine the way they are. 

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Yes, most people DO NOT need to make any changes.  Often, the most prudent thing to do is to hold tight and do nothing, yet there is a whole industry that profits when people make changes.

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I also benefit financially when I help a client, but my first hope is that you've already done enough to stay put. ​​

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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.