The Backbone of Your SECURiMENT™ Retirement Success Plan
The SECURiMENT™ Team

Income planning

Tax reducing strategies

Social Security Maximization

Investment asset management

Life and long term planning

Legacy planning

Financial Independence Group has serviced the independent financial professional space for over 40 years with solutions that retirees sleep at night.

Income creation

Safe accumulation

Long-term care

Tax-free growth

Brookstone Capital Management supports independent advisors and has $2.9 Billion under management as of December 30, 2019

Income portfiolios

Low volatility methods

Thematic investing Structured Notes

The insurance and financial management firms Retirement Info Chicago partners with serves as the backbone to your SECURiMENT™ protection. As your personal investment advisory representative, Retirement Info Chicago is hyper-vigilant about protecting AND growing your money productively. As Investment Advisor Representatives, we are obligated under law to operate in your best interest. Everything we do centers around the selection of the strongest resources to help you make informed decisions with one goal in mind. So you feel good about your financial future!

SAFETY | SIMPLICITY | STRENGTH 

The SECURiMENT™ Method

The SECURiMENT™ Retirement Success Method is a comprehensive retirement planning framework that helps you make informed and effective financial decisions so you can feel good about your future!   This proprietary approach creates a simple path forward that encompasses safety, creates simplicity and, most of all, helps you operate from a position of STRENGTH with regards to your financial future.

STEP 1: DREAM

Discuss current life situation, values, dreams, clarify goals

Identify strengths, opportunities and a SECURiMENT gap if there is one

Clarify WHO we are, WHAT we do, HOW we are paid

STEP 2: PLAN

Provide diligent review of current financial resources

Deliver tangible steps forward with a comprehensive action plan

Observe FIDUCIARY standard at all times

STEP 3: ACT

Create comfortable environment for taking action

Communicate clearly during implementation process

Identify additional professionals needed for advanced planning

STEP 4: MONITOR

Consistent monitoring of plan and life changes

Quarterly reviews of investment strategies

Consider yearly opportunities to reduce taxes 

STEP 5: BREATHE

Having a STRONG financial plan is for the bad times. When disaster strikes, when stock markets crash and when fear rules the day. The preparations made in good times will help you weather the storm when times aren’t so pleasant! This is corny but you don’t have to bulk up to have STRENGTH in retirement.

SECURiMENT™ will do the heavy lifting for you!

Told you it was corny!

SAFETY | SIMPLICITY | STRENGTH 

The SECURiMENT™ Pledge
 
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.