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Antioch, IL 60002

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WELCOME TO RJW INVESTMENT AND INSURANCE CONSULTANTS

RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the flexibility to offer a wide range of financial products without the obligation to sell proprietary products or services. Our independence allows us to be selective, offering only the products and services we believe are best suited to meet your objectives and goals.

At RJW, we are committed to providing our clients with custom-tailored solutions in pursuit of financial freedom. We begin by working with you to determine your personal goals and objectives. After these have been determined, we design an individualized plan with defensive strategies to help protect your principal. We expect your life to change, and we continually monitor your financial progress, evaluate your portfolio on a regular basis, and revise as needed to stay aligned with your objectives.

Client Centered

Client Centered

Without any conflicts of interest we put your needs first.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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