R.W. Stanley Independent Financial Planning

R.W. Stanley is a fee-only financial planning and investment advice practice focused on retirement planning, tax planning, Roth conversions and long-term estate planning. Work covers Social Security and pension claiming strategies, evidence-based indexing analysis, and second opinions for people who want an outside review of their plan.

The firm bills hourly or per project rather than earning commissions, and it sells no products and manages no assets. Prospective clients can book a complimentary get-acquainted meeting, after which a written cost estimate is provided. The office is at 1580 S Milwaukee Avenue in Libertyville, Illinois, and appointments are arranged by phone or email.