Who We Are
We aspire to provide a high level of personal service to every one we work with. Whether you are 30 years away from retirement or several years into it, employed or going through a job search, or in a life transition with your family or health, we want to help. At RPI, financial and life planning is a four step process that is designed to achieve financial solutions, and most importantly achieve life goals. Through continuous mentoring and guidance, the result is a well-tuned, comprehensive, life plan.
RPI prefers to utilize an institutionally priced investment model which has a $100,000 minimum. Therefore financial plans and investment comparable analysis is limited to those that meet that minimum.
The process starts with completing a Confidential Financial Profile form and submitting it to us via email at firstname.lastname@example.org, fax at 630-778-8118, or mailing it to our address listed at the bottom of our website. You will then be contacted by a team member to review its content and define personal and financial goals.
Once one of our Financial Advisors analyzes and evaluates your goals & objectives, a Financial Life Plan will be presented to you. This will include recommendations centered on your specific goals.
Plan implementation is the next step in the process. Through continuous education, mentoring and guidance, your Financial Advsior will coordinate the implementation of your decisions with RPI's support team.
As a member of our client family, the last step is to review your plan and progress towards your goals.