Meet Michael Fry
Welcome, and thanks for visiting! This video will provide you with a quick overview of who I am and how I support clients in crafting retirement strategies tailored to their unique needs. This site was created as a referral tool for individuals like you, allowing you to explore my services on your own terms, with zero pressure. If you feel like what I offer aligns with your goals, I encourage you to schedule a free discovery call. Let’s see how I can help you achieve a secure and confident retirement. I look forward to hearing from you soon!
What I do and How I Can Help You
At RWC For Life, I specialize in comprehensive retirement planning tailored to help you achieve the secure and confident retirement you deserve. Navigating the complexities of retirement can be overwhelming, but with the right guidance, you can feel empowered to make informed financial decisions that align with your goals. My focus is to take the guesswork out of retirement planning by addressing your unique financial situation and creating a strategy that provides peace of mind for your future.
How I Can Help You:
• Personalized Retirement Strategy: I create a custom plan that fits your financial situation, goals, and retirement dreams.
• Holistic Financial Planning: We consider every part of your financial life, from cash flow to taxes, for a well-rounded approach.
• Ongoing Support: As your life evolves, I’m here to help you adjust and refine your plan.
The CASTLE System:
The CASTLE System is a comprehensive retirement planning approach designed to cover all aspects of your financial life: Cash Flow, Accumulation, Security, Taxes, Lifestyle, and Estate. This process helps manage the six key risks to retirement: Longevity, Liquidity, Inflation, Stock Market, Mortality, and Taxes.
What the CASTLE System Offers:
• Cash Flow: Keep control of your monthly finances.
• Accumulation: Maximize savings and investments for long-term growth.
• Security: Protect your wealth through insurance and risk management.
• Tax Optimization: Minimize taxes to preserve your assets.
• Lifestyle: Plan for the retirement lifestyle you desire.
• Estate: Ensure your assets are distributed according to your wishes.
Advantages of the CASTLE System:
• Complete Coverage: We cover every part of your financial life.
• Risk Management: Address the six critical retirement risks.
• Tailored to You: Your plan is unique to your goals and needs.
• Proactive Planning: We plan ahead to ensure a smooth retirement journey.
Let’s work together to make your retirement dreams a reality!
Meet the Team
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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.
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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.
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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 some time to discuss your specific retirement needs and goals. By booking a discovery call with me, I’ll have the opportunity to show you how the CASTLE system can effectively assist you in securing a more stable financial future. All you need to do is choose a convenient time to schedule your call, and we’ll get started on this important journey together!
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