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18W 140 Butterfield Rd., Suite 1500, Oakbrook Terrace, IL 60181

(630) 760-5500
ryangarrity@rwplanners.com
Client Access

Get a Complimentary Financial Analysis

Client Centered

We welcome the opportunity to sit down with you and discuss your concerns, opportunities and address any questions you might have regarding your financial situation.  Whether you are working with another financial professional or have managed your money independently, it may be wise to sit down with us and get a second opinion from a Retirement Income Certified Professional (RICP®) with over 20 years of experience. During this complimentary consultation, all we will talk about is you and your financial goals.  It is important for us to get a clear understanding of your personal financial situation.  We will not discuss products, solutions, nor make any recommendations. 

 Below are just a few questions that will be answered during our time together.

  • Does my current financial plan provide an investment strategy that will assist me in reaching my financial goals and objectives?
  • How much risk am I taking with my investments, and am I receiving the proper rate of return?
  • When can I retire with confidence?
  • How much money can I spend each month in retirement without the risk of running out of money?
  • When is the optimal time to start Social Security benefits?
  • What are the potential headwinds or risks to my current financial plan?


There is no commitment on your part after the financial analysis and consultation is done.  Where we go from here is up to you.  If our analysis confirms that your current plan will accomplish your financial goals, we couldn’t be happier for you and our door is always open if things change.  If you don’t like your current plan or it fails to accomplish your financial goals, you may want to schedule a second meeting with us.  During this meeting, we will discuss our services, how we are compensated and provide a detailed financial plan with our recommendations that will put you on the path to financial success.  Trusting someone to manage your life savings can be a big decision, and sometimes it takes several meetings for that to occur.  It is important to us that you view us as an advocate to your success and there is never any pressure during this process.  You can request your complimentary financial analysis under the Contact heading on our main website page in the upper right-hand corner.

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