MAKE SMARTER FINANCIAL DECISIONS
We Help Our Clients Live More Enjoyable Lives With A Little Help From Smarter Financial Planning
Organize & Prioritize
We identify all your financial data and establish a roadmap.
Analyze & Advise
We create detailed plans and provide specific recommendations.
Monitor & Update
We continuously review and make adjustments as life changes.
Retirement Portfolio Partners is a flat fee only asset management and financial planning firm in Naperville, Illinois
We have no customers, only partners; known by name, not account number, and known well.
HOW WE ARE DIFFERENT
QUALITY OVER QUANTITY
We're not interested in cramming 500 clients onto a ledger. Instead, we enjoy handling the needs of 75 families and making a true difference in their financial future. Fewer partners, more attention.
FLAT SIMPLE FEES
One Simple Flat Fee. No nickels or dimes here. We do not charge one-time planning fees. We believe a financial plan is continually changing, so paying a one time fee doesn't make sense to us. We also include investment management in our fee.
YOUR GOALS ARE UNIQUE
That means that we’ll take our time in making sure you’re comfortable and confident with our investment recommendations. We’re dedicated to developing deep, long-term relationships built on trust and solid financial advice.
With us, there's no such thing as one-size-fits-all financial plans or investment portfolios. We understand that everyone has different time horizons, needs today, goals for the future, risk level and more.
PLAN FIRST. INVEST SECOND.
We believe that the financial planning process should be an engaging process to help you achieve your financial and personal goals, not just a formality.
SOLUTIONS WE PROVIDE
Help Manage Your Investments
How Much You Need For Retirement
Social Security Analysis And Determine When to Start Taking It
Save Money on Taxes