Our Qualifications

Richard C. Wang has been a Registered Financial Professional since 2001.  He brings nearly 17 years of experience to financial and retirement planning.  Richard, also known as "The Retirement Sensei" because of his depth of knowledge on retirement issues, has been fortunate to serve many satisfied clients in Illinois for over a decade.

Richard's passion for his clients well-being has been the hallmark of his long and fruitful career.  He often says that he enjoys "dragging folks, kicking and screaming, into financial independence".  In the ever-changing landscape of financial and retirement planning, Rick's long-term experience can be invaluable in assisting families to make important decisions that may impact generations to come.  Rick has a unique way of communicating difficult concepts into easily understood ideas, and his warmth and integrity have separated him from many other financial professionals. 

It is our hope that you will contact Richard for your complimentary consultation.  At the very least, you can receive a second opinion on your current situation, and perhaps, make a new friend for life.  See for yourself why so many Rockford area families have turned to Richard when they needed a trusted financial advisor!

Thank you for your interest in our website!