Who are you?

RJW Investment Consultants are independent financial advisors that specialize in helping people that are in the retirement phase of their life.  We help you plan and help you reach your goals so you can focus on true wealth; life filled with love, quality relationships, health, purpose, and prosperity!

What do you do?

We provide conflict-free, diverse guidance and insight to our clients through innovative tools and in-depth research with greater availability of investment vehicles. We help you proactively manage the criteria that affects your portfolio and exposure to risk. Robert’s AIF^® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as the leading designation for investment fiduciaries for both individuals and retirement plans.

Who have you done it for?

Our focus centers around preparation for retirement and retirement income. We have extensive experience with company and personal retirement plans, social security retirement benefits, medicare planning, retirement income planning, and investment portfolio allocations provides the knowledge necessary to map out a thorough retirement strategy. We work with both individuals and small business owners to help them reach their retirement goals.

Why do you do what you do?

We enjoy the challenge of helping meet each unique client's needs. It is really exciting after working for years with a client to get to see them reach their goals and live out their dreams. It is a wonderful celebration! This spurs us on to be the best we can be for our clients.

How do you do what you do?

Once we establish a client and advisor relationship after our initial meeting, then we schedule another meeting to gather detailed information about your goals and objectives. A vision for your life with goals and objectives is necessary to have a clear picture of what it will take financially to support your vision. Otherwise, it is like a shot in the dark that may leave you with a deficit of financial resources. If needed, we can help guide you as you develop a clearer picture.

We analyze your current position identifying the gaps. We develop an Investment Policy Statement. When it is approved by you, we develop your strategic financial plan. We implement your strategic financial plan and continue to monitor and review against changes in your goals and objectives on a regular basis.

What makes you different?

The way we proactively manage your portfolio. We are able to analyze your portfolio at the asset class level. Many portfolios are diversified and may be holding different stocks or bonds. But when you look deeper, you find they may not be diversified at an asset class level or their many different mutual funds are holding the same stocks, exposing them to much more risk than they should be or to one investment vehicle that has a lot of risk when they could be using one with less risk and achieving the same results.

Our extensive knowledge and continuing focus on education

We know our clients and proactively look for better strategies to help them meet their goals. We really enjoy sharing proven strategies that can help provide a better life for our clients and their families.

Why should I do business with you?

We look at the whole picture. There is so much that can affect our clients financial future; it is much more than investment vehicles. We focus on how to help them position themselves in the most advantageous way so they can live a healthy life filled with love, quality relationships, purpose, and prosperity.