Public Advisor Media

Bob Stanley, CFP®
R.W. Stanley Investment Planning


1590 S Milwaukee Ave, Suite 207
Libertyville IL 60048
Phone: (847) 816-0170
Fax: (847) 816-0409

 
Email: bobstanley@rwsinvestmentplanning.com
Website: http://www.rwsinvestmentplanning.com
Participating Planner

R.W. Stanley Investment Planning
Independent, Competent, Conflict-Free

“The customer’s best interests should always come first, that’s the way it should be”
Robert W. Stanley, CFP®, Founder of R.W. Stanley Investment Planning

An Advisor Who Understands - Bob Stanley, CFP®
Bob Stanley, the successful small business owner, had a few questions about his financial future – but as he searched he realized that “competent, objective financial planning and investment advice is very hard to find.” After extensive research and commitment Bob became the advisor he was looking for, creating R.W. Stanley Investment Planning, and providing others the benefit of his journey.

Independent, Competent, Conflict-Free Financial Advice
R. W. Stanley Investment Planning provides competent, objective, conflict-free financial and investment planning for the average American. Located in Libertyville, IL, Bob has run a successful small business for 20 years, and five years ago Bob passed the national exams, met the experience and education requirements and became a CERTIFIED FINANCIAL PLANNER™ practitioner. Bob Stanley is committed to the ethical guidelines and standards as set forth by the Certified Financial Planner Board of Standards.

You are in Control - No Income or Investment Minimums
Providing hourly, as-needed, Fee-Only services means you are in control; it means we do not except commission or any other third party payments, allowing us to always guard your best interest. Our services remain transparent and accessible. Principal and Founder Bob Stanley is passionate about providing competent, conflict-free financial and investment advice to all.

Our expertise includes:

  • Retirement planning – 401K’s, IRA’s, Annuities
  • Safe retirement withdraw rates
  • Asset allocations – it determines over ninety percent of your return
  • Cost analysis – how much is your portfolio costing you
  • Portfolio rebalancing – when and how
  • Collage savings – how much and where to save
  • Active versus passive investing
  • Social security – when to start drawing
  • Second opinions – review your financial health
  • Custom projects of your choice

Call (847) 816-0170 or email bobstanley@rwsinvestmentplanning.com today for a FREE initial meeting!

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.