SPENDING: How much spending will your resources allow & can you spend more when you younger and healthier?
The Retirement Guy
DO YOU NEED THE PLAN, BUT NOT THE ADVISOR?
Our flat fee Fiduciary-based retirement plans will help
answer 3 critical questions plus much, much more!
INVESTMENTS: Is there a way to "bucket" money to improve returns without increasing your risk
TAXES: What strategies might help you pay less income tax in retirement so you can either spend more, or leave more.
Simply fill out the form below to see we're right fit for you!
Questions people have...
Are you selling something?
Yes, advice! Our business is primarily preparing retirement plans and helping you by answering your questions. We do manage money for many clients but we start every relationship out with a financial plan. We find this works best for our clients.
What do you charge?
We charge anywhere from $1,500 to $2,500 per plan. The difference depends on the level of analysis needed to make you comfortable. At the higher range, we support you for a full year after we deliver your plan. If you become an asset management client, we refund your planning fee.
What if I just have a few questions
We offer hourly consulting. It's $300 dollars per hour. There is a 2 hour minimum.
How are you different?
If an advisor jumps straight to rolling over your money or recommending investment solutions without thoroughly understanding your financial picture, it’s a red flag. At SECURiMENT™ Wealth Management, we take a different approach—starting with a comprehensive financial planning process.
We begin with interviews, document gathering, and building a customized financial model, all while getting to know you as a person. It’s only after we understand your relationship with money, your past financial decisions, and your future goals that we offer investment recommendations aligned with your needs.
Financial plans aren’t one-size-fits-all or static. Your plan will evolve with life’s changes—whether that’s a shift in income, health, family, or personal preferences. As your financial plan adapts, it helps guide smarter, more aligned investment decisions that reflect your unique circumstances.
How can I learn more about you and your services
Simply, answer a few questions on this form and you will be directed to our calendar
A word from our clients
(All testimonials are from current clients who were not compensated for their comments)
"I am so happy to be working with Darryl Rosen. I appreciate that he reaches out regularly to review my portfolio and answer my questions. He is extremely knowledgeable and always a pleasure to talk to. Darryl has provided me more peace of mind and I have been happy with the performance of my portfolio."
Janet
"Darryl’s $$ plan and decisions are always in my best interests. He does for me what he does for his own family. And he always checks with me and plans with me the money moves to make given where I am at in my life and what’s happening in the market."
Lynne & Bob
"I did all the “things” I was told to do: investing in my company's 401K, etc. But I still had NO IDEA what I would need for retirement and the future as one of my financial fears. Darryl helped me understand how to use my resources to set myself up for a retirement where I WOULD NOT worry about my future!"
Sara & Troy
"After attending Darryl's class and then meeting with him, I knew I was in good hands. I met with several financial advisors prior to that time, but never walked away with a sense of really understanding next steps. Darryl made things easy to understand, he created an action plan we could act on."
Jinny
Since working with Darryl over the past 4 years, it’s clear he was the right choice. He has an understanding of how to balance capital preservation with delivering a return on investment. He understands our needs, and he speaks with us regularly. As a bonus, he is a nice guy and fun to work with!
Jeff and Jean
"As I enter the next chapter of my life, I have my grandchildren to keep a smile on my face! So that we can continue to spoil them, my husband and I trust Darryl to manage our investments and help us securely reach our financial goals.
Kathy
Fiduciary Financial Advisors
Business Info
Address: 1821 Walden Office Square, S-400, Schaumburg, IL 60173
Phone: 312-617-8936
Email: darryl@MySECURiMENT.com
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rose Advisory Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.