R.W. Stanley Investment Planning
Fee-Only financial planner located in Libertyville, IL, serving clients locally and across all of lake country IL
Robert Stanley is a Libertyville, IL fee-only financial planner specializing in the most fundamental question in all of personal finance; have I, or how soon will I, accumulate enough capital and earned benefits (Social Security, pensions, etc.) to safely sustain my current standard of living for the rest of my life. Based on that outcome we then design a customized, low cost, index based portfolio to more likely optimize future investment outcomes, be they for additional capital accumulation or capital distribution.
R.W. Stanley Investment Planning was born of its founder's personal journey. Bob Stanley started investing in the equity markets back in the 1980's. By the 1990's he had accumulated not only an investment portfolio but also quite few questions about asset allocations, security selection, active vs. passive management, safe portfolio withdraw rates, and future return probabilities, to name just a few. In his quest for knowledge and advise he quickly realized that " objective, competent, unbiased financial planning and investment advice is very hard to find". To his dismay he discovered that most investment advisors have high investment minimums or, even worst, are just product salesman with little or no academic background in finance operating (quite legally by the way) under the guise of financial advisor. After extensive research, additional education, and lot of commitment, he created R.W. Stanley Investment Planning, a Registered Investment Advisor, providing the objective Fee-Only financial advisory services services he once sought.
Robert Stanley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
R.W. Stanley Investment Planning
Independent, Objective, Conflict Free Advice
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. They also realize, to efficiently capture those savings some professional guidance is likely required to both establish a workable financial plan (capital needs analysis) and then properly apply the components of modern portfolio theory to design an investment portfolio which is adequately diversified across asset classes and styles to minimize portfolio risk. At R.W. Stanley Investment Planning it is our mission to deliver such services at an overall net cost which is far less than is generally available; the difference is your gain.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Retirement Funding; Detailed Analysis & Planning
- College Funding; Analysis & Planning
- Investments; Comprehensive Portfolio Analysis & Detailed Recommendations
- Long Term Tax Planning; Qualified Contributions & Distributions, Def Comp, Roth IRA Conversions, etc.
- Those Who Plan...
- Those Interested in Detailed Financial Analysis...
- Engineers, Corporate Accountants, STEM Majors...
- Indexers; Those Interested in Evidence Based Investing
- In-Office Meetings
- Hourly Based, Per-Project Fees
- No Product Sales, No Assets Under Management
- Complimentary Initial Consultation
Professional Designations & Affiliations
Robert Stanley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Robert Stanley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Robert Stanley is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Robert Stanley is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Robert Stanley
1580 S Milwaukee Ave Suite 202
Libertyville, IL 60048