RPG – Life Transition Specialists™ is a wealth management firm that has been educating individuals going through a life transition for over 2 decades. We work with individuals that have lost a job, are entering retirement, going through a divorce, caring for or recently lost a loved one, or are just looking for a second opinion to make sure they are on the right path.

We will educate to:

• Connect your wealth to your life purpose

• Understand what you are currently doing vs. what you need to do

• Determine your minimum income requirements and investment returns

• Identify money falling through the cracks in taxes, excessive market risk, investment fees or lack of estate planning docs or insurance.

• Create a lifetime income plan that may be more predictable and reliable regardless of market conditions

Speak to a Life Transition Specialist™ about your unique situation!

Call us at 847-559-0800 or toll-free at 800-596-0253 for a free consultation on our offerings. You can also contact a Life Transition Specialist™ on our website.

Our Life Transition Specialists work with individuals who:

Have Lost or are Changing Jobs

No one likes losing a job. Whether it’s a lay off, leaving on your own term or being terminated fired, financial uncertainty is a real challenge. Read More…

Entering Retirement

Navigating a maze of personal and financial decisions can be overwhelming especially when you are in transition into retirement. Without proper professional attention, a bad choice can threaten a secure future. Read More…

Going Through a Divorce

We work side by side with you and your attorney to make sure you understand the choices you will face when settling your divorce. There are a lot of decisions to be made during this very emotional time and we are here to make sure you are educated to make decisions with confidence.

Loss of a Loved One

The loss of a loved one can be a very emotional time and there are many decisions to be made. We work side by side with you to educate and help you make those decisions with confidence.

Looking for a Second Opinion

The Second Opinion serves as a way to simply check your “financial health” and help you diagnose any financial problems you may currently have or potentially face in the future. Our educational process provides you with an independent view of your current and projected financial health.

We are Life Transition Specialists™ who are passionate about educating individuals faced with a life transition so they can move forward to make decisions with confidence.