Our Firm
Ryan M. Garrity, RICP® is the Founder and President of Retirement Wealth Planners and offers independent financial advice and wealth management to individuals, families, and businesses throughout Chicagoland area. Ryan earned his degree in Marketing from Southern Illinois University’s College of Business in 1997, and immediately began his journey in the financial services industry. In his free time, Ryan loves spending time with his two beautiful daughters, reading, skiing, mountain biking, and is a die-hard Cubs and Bears fan.
Ryan holds Financial Industry Regulation Authority (FINRA) licenses Series 6, 7, 63, and 65 through LPL Financial, and is insurance licensed. For over 20 years, Ryan has successfully advised clients’ and managed their assets through three recessions (2001, 2007-2009, and 2020) and three bull markets (2002-2007, 2009-March 2020, and present.) Having experienced this unprecedented amount of stock market volatility firsthand, has allowed Retirement Wealth Planners to provide a valuable perspective to our clients. We provide comprehensive investment management and financial planning strategies for the accumulation and distribution phase(s) in retirement. Our goal is to make the complex simple, seek to build your wealth while managing risk, optimize tax relief, and design a plan to prepare for the financial future of you and your loved ones.
Spanning three decades, Ryan has been serving his clients’ best interests and continues to maintain their trust through integrity and a high ethical standard. Throughout our time within the financial services industry, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Client First Approach
We believe that our firm’s success is measured by our clients’ successes. Since 1998, we have practiced the industry’s highest level of responsibility to our clients; fourteen years later, Retirement Wealth Planners was established to take some financial responsibility off their shoulders and provide guidance through goals-based planning that helps them pursue financial independence. Our client-first approach is centered on the principle that our clients’ needs always take priority and that we continually exercise loyalty, diligence, and care in all stages of the financial planning process and relationship. Our clients are hard-working, family-oriented people who are busy pursuing what’s important to them. We have focused on establishing ourselves as a firm people can trust. We continue to strive in providing the best client experience and practice the gold standard in client support and integrity. We want our clients to know that we are available for consultation on any financial matter that is important to them.
Retirement Has Changed
We understand that planning for your retirement is a process that can be riddled with emotion and anxiety. Very few Americans work 30 plus years for the same company and retire comfortably with the security of a pension. It is up to you to build a nest egg and generate an inflation-adjusted income stream that may need to last between 20-30 years in retirement. If you’re not confident with your current plan or have concerns about outliving your retirement savings, you are not alone. That’s why, at Retirement Wealth Planners, we don’t think you should have to navigate this process without our professional guidance.