Meet Michael Fry

If you’re here, chances are someone who truly cares about you wants you to experience real peace of mind about retirement. They know you deserve to feel clear, prepared, and confident about your financial future—and so do I.

I’m Michael Fry, and my passion is helping people like you get ready for a secure, meaningful, and stress-free retirement. Here’s how I do it:

  • Get Retirement Ready: I’ll help you clearly understand what you have, what you’ll need, and exactly how to bridge the gap.

  • Income Planning Made Simple: Together, we’ll design a personalized plan that provides a steady and reliable retirement income—no matter what life brings your way.

  • Protect Your Future: We’ll proactively manage the real-life financial risks everyone faces, like living longer than expected, inflation eating away your savings, market downturns, losing a loved one, and rising taxes.

  • My Unique CASTLE System Advantage: Through my exclusive CASTLE system—covering Cash Flow, Accumulation, Security, Taxes, Lifestyle, and Estate—you’ll benefit from a clear, structured, and easy-to-follow roadmap. CASTLE is designed to simplify complex financial decisions, organize every aspect of your finances, and give you lasting confidence. It’s retirement planning made clear and stress-free.

You deserve more than just a retirement plan—you deserve lasting confidence, knowing your future aligns with your dreams, values, and the things that matter most to you.

Ready to start feeling confident about your retirement?

✅ Schedule Your Discovery Call

Let’s have a comfortable, no-pressure conversation to see how we can build your confident retirement—together.

📥 Download Your Free Guide: "5 Real Financial Risks You Could Face in Retirement”

Get clear on the key retirement risks—and learn how smart planning now can keep you protected.

Meet the Team

  • Michael Fry, ChFC

    FOUNDER

    As the lead advisor and investment planner, Mike specializes in retirement planning, providing personalized guidance to simplify financial management and ensure that clients are well-prepared for a confident and successful financial journey.

  • David A. Bankston, CFP, CPA

    ADVANCED CASE AND TAX PLANNER

    With a CPA background and as a Certified Financial Planner, Dave helps clients create strategic financial plans that optimize tax and investment opportunities.

  • Delia O'Hara-Marin

    OPERATIONS COORDINATOR

    Delia manages essential tasks like client communications, onboarding, and customer service, ensuring the office runs efficiently. She is dedicated to providing the highest level of care to ensure all clients are well-supported.

Book Your 20-Minute Discovery Call

Let's take just 20 minutes to talk about your retirement—your goals, your worries, and what's most important to you. On our call, I'll share exactly how my CASTLE system (Cash Flow, Accumulation, Security, Taxes, Lifestyle, and Estate) can help you simplify your financial decisions and build real confidence for the future.

Simply choose a time that works for you, and let's start making your retirement something you'll genuinely look forward to!

Email us

Contact us

Phone: (630) 393-6500

Illinois Office: 2020 Calamos Court, Suite 200, Naperville, IL 60563

Florida Office: 17874 N. US Hwy. 41, Lutz, FL 33549