Fee-Only Financial Planning and investment advice means there are no commission-based products sold, thereby eliminating one of Wall Street's biggest conflicts of interest; self-dealing. Hourly, Per-Project, Financial Planning and investment advice adds control and cost transparency; you know exactly what you are paying for, when you are paying it.
Fiduciary: A True Financial Advocate; when combined with the RIA fiduciary standard, an hourly based, per-project, fee-only financial advisor can become a true client advocate. Bring your questions and concerns to a complimentary 'get acquainted' meeting with a seasoned financial advisor. Review a sample financial plan, define and prioritize your goals, set the scope and desired outcome of any future engagements.
Fiduciary: A True Financial Advocate; when combined with the RIA fiduciary standard, an hourly based, per-project, fee-only financial advisor can become a true client advocate. Bring your questions and concerns to a complimentary 'get acquainted' meeting with a seasoned financial advisor. Review a sample financial plan, define and prioritize your goals, set the scope and desired outcome of any future engagements.
Services
At R.W. Stanley Investment Planning we make objective, unbiased, conflict free financial planning and investment advice available to the average American family. Located in Libertyville, IL, we have honed our expertise in the financial services industry for over 20 years.
Our typical client is an investor who has come to the realization that there exists a substantial cost savings which is available to those investors who possess the knowledge and skill necessary to self-direct (execute and monitor) their own investment portfolio.
Our typical client is an investor who has come to the realization that there exists a substantial cost savings which is available to those investors who possess the knowledge and skill necessary to self-direct (execute and monitor) their own investment portfolio.
By Rick Ferri, CFACommon sense, simplicity, and perseverance are ideals we strive for in life. Yet, when we tackle the subject of investing, the guiding principles are often overshadowed by ambiguity, complexity, and irrationality.
By John Bogle"Our imperial chief executives, with all their fame, their jet planes, their perquisites, their pension plans, their club dues, their Park Avenue apartments, appear to have forgotten that they are employees of the corporation's owners.".
By John Bogle"Our imperial chief executives, with all their fame, their jet planes, their perquisites, their pension plans, their club dues, their Park Avenue apartments, appear to have forgotten that they are employees of the corporation's owners.".
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