Robert W. Stanley / Financial Advisor in Libertyville, Illinois

At R.W. Stanley Investment Planning our typical client is a self-directed investor, or someone who would like to become a self-directed investor. Our clients have often come to the realization, or soon do, that there exists a large potential cost savings available to those investors who self-direct (execute) their own investment portfolios but still need and use some professional guidance on financial planning and the application of Modern Portfolio Theory to their investments. Our hourly as-needed services are designed specifically to meet the needs of such clients. Because we sell no products and take no assets under management our clients tend to feel at ease with our process knowing we have nothing to gain from our financial recommendations other than their full satisfaction.

Specialties

401K Consulting 403B Plans Certified Financial Planner CFP® Comprehensive Financial Planning Education Planning- Fee-Only ETFs Experienced Family Financial Planning Fee-Only Fiduciary Financial Advisor Financial Planning Hourly Financial Planning Independent Investment Advisor Index Investing Investment Consulting Investment Planning Investment Review And Planning. NAPFA Member Passive Investing Passive Investment Strategies Pension Benefit Analysis Registered Investment Advisor Retirement Capital Needs Analysis Retirement Income Planning Retirement Planning Specialize In Retirement Planning And Retirement Distribution