Broker Check

744 Main Street
Suite 103W
Antioch, IL 60002

LinkedIn

224-372-7625

 
The Facts About Income Tax Making Your Tax Bracket Work What You Need to Know About Social Security Timing Your Retirement The Cycle of Investing

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.

Learn more

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

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

View all articles arrow

Simple 401k

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

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Historical Inflation

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators arrow

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Dog Bites and Homeowners Insurance

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

View all videos arrow