Who are We
Retirement Portfolio Partners is a Registered Investment Advisor with the SEC (Securities and Exchange Commission), and as a Registered Investment Advisory firm, we are held to a fiduciary standard. This is important when seeking counsel for your financial well-being.
The world of investment advice is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency. At Retirement Portfolio Partners, we believe in creating Trust through Transparency. Seeking out an investment adviser who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product-focused salespeople. Because a fiduciary is required, by law, to give full disclosure of how they are paid, as well as any conflicts of interest they may have, before you do business with them, you as the consumer are in a better position to make an informed decision. This fee method of compensation is important, as it puts our clients’ interests first. Our clients can remain 100% confident that any investment recommended will be based on meeting their financial objectives.
Our Values. Your Benefits.
We are an independent advisory firm dedicated to providing unbiased, client-centered advice. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the process, you will remain confident in the strategy we set forth. We will work closely with you as a team to ensure you are achieving your goals.
We are a fiduciary for you. Since we are a Registered Investment Advisory firm (RIA) there are no hidden fees. Furthermore, we receive no back-door payments or commissions.
We have low fees. You will not find any high cost mutual funds or products here.
Our firm was created after years of experience in the financial industry for one reason and one reason only: To be different. We modeled our firm after Jerry Maguire's motto "less clients, more attention". Since we limit the number of families we service, you can be sure that we will be fully available to answer any or your needs. We are dedicated to ensuring you receive the maximum deserved amount of time and attention.
Money and financial planning can be intimidating and stressful. However, with our client-centered environment, you will find relief and lifelong peace. We offer creative planning that keeps you, the client, at the center of every plan. You concerns are our concerns. Therefore, we will work hard to alleviate any worries you may have about your future.
Erik has spent over a decade in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and lifetime goals. He assists clients in developing long-term financial plans by employing a philosophy focused on risk management, tax efficiency and reduction of costs. Erik has completed the IPPFA (Illinois Public Pension Fund Association) Certified Trustee Program and currently serves as trustee of the Police Pension Fund.