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 why I help people and why this might be important to you. By the way, if you're still reading this, 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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This may be boring, but I always have the same two goals:

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1) To prevent people from making unnecessary changes when they have a solid strategy and are best served by staying put. Or,  

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2) To liberate people by highlighting any gaps in a plan or providing new insights to facilitate a stronger retirement approach.

Here's the deal, I believe the financial services industry makes retirement planning way more complicated than it has to be. 

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At the deepest level, I feel that most people want to view themselves as "financially savvy" and feel they have some control over the future.

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To achieve this goal, you need knowledge and transparency and 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.

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.