PROVIDING FINANCIAL CLARITY AND GUIDANCE TO HELP YOU LIVE YOUR BEST LIFE
We are pleased to announce that RM Financial Group® will be merging with Next Phase Advisory Group®, effective 1/1/2025.
The merger of these award-winning Chicagoland based Northwestern Mutual Firms represents a pivotal moment in our journey, underscores our commitment to providing you with unparalleled financial planning services and prepares us to deliver on our promise to you for decades to come.
What are the benefits for you?
- Enhanced Resources and Expertise
Combining the strengths of both firms means access to a more extensive network of financial experts and staff. This consolidation will allow us to leverage a wider array of investment opportunities for your portfolio and handle workflow items in a more timely and efficient manner.
- Personalized Client Experience
Your satisfaction remains our top priority. The merger will provide us with additional resources to offer a more personalized and responsive client experience. The combined firm will continue to prioritize client relationships, trust, and long-term financial success.
What to expect next?
Over the coming months, we will be working diligently to continue to integrate the operations of our two firms. During this transition period, rest assured that there will be no changes to your accounts, team, or the way you engage with us. Our team will keep you informed of any developments and ensure a seamless transition.
We’re looking forward to meeting with each of you individually in 2025 to discuss this exciting merger in more detail and answer any questions you may have. Feel free to learn more about Next Phase Advisory Group® on the website and please follow their page on LinkedIn from the links below.
www.nextphaseadvisorygroup.com/
Thank you for your continued trust and partnership.
When life is busy, it’s easy to put off important tasks for the future. But when it comes to maximizing and protecting your wealth, putting things on the backburner can create unnecessary risk and missed opportunities. That’s why at RM Financial Group, we help successful people like you to slow down, focus, and bring the disjointed pieces of your financial world together into a cohesive financial plan.
As CERTIFIED FINANCIAL PLANNER™ Professionals, your best interests will always be our top priority. We’re passionate about providing everything you need to accomplish your goals—whether it be expertise, direction, resources, or accountability—so you can enjoy your life today and have confidence about tomorrow.
We're top ranked by Forbes
David Milonas and Tom Rossi have been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!
Forbes Best-in-State Wealth Advisors Top Financial Security Professionals list (July 2023,2024), research and ranking provided by SHOOK Research, LLC. Based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.