R. J. Welsch & Associates, Inc. is an independent Insurance and Benefit service firm dedicated to understanding the needs of our clients and providing the most extensive and well researched array of products and services to both employers and individuals. We are headquartered in Chicago, IL. and have been serving our clients for over twenty five years. For information about our Financial Services & Retirement Planning organization, RetireSource, please visit www.retire-source.com.
OUR APPROACH
As an Independent Insurance & Benefit Service provider we do not represent any one company nor do we have any proprietary products of our own. We are supported by an independent Broker/Dealer, FSC Securities Corp, which also has no proprietary products. Instead, we have created a network of direct provider relationships, strategic alliances, general agencies, brokerage arrangements and third party resources to provide our clients access to the most competitive products on the market.
Our approach combines extensive industry-wide product analysis with an in-depth knowledge of our client’s needs and goals. By gaining an intimate understanding of your unique objectives, we are able to confidently sift through the myriad of available options and present only those products and services that help you accomplish your goals.
We hope you enjoy your visit!
OUR APPROACH
As an Independent Insurance & Benefit Service provider we do not represent any one company nor do we have any proprietary products of our own. We are supported by an independent Broker/Dealer, FSC Securities Corp, which also has no proprietary products. Instead, we have created a network of direct provider relationships, strategic alliances, general agencies, brokerage arrangements and third party resources to provide our clients access to the most competitive products on the market.
Our approach combines extensive industry-wide product analysis with an in-depth knowledge of our client’s needs and goals. By gaining an intimate understanding of your unique objectives, we are able to confidently sift through the myriad of available options and present only those products and services that help you accomplish your goals.
We hope you enjoy your visit!
SERVICES
GROUPS / SMALL BUSINESS INDIVIDUAL
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WILL YOU BE READY WHEN IT'S TIME TO RETIRE?
Sign up for a complimentary retirement readiness evaluation using our unique retirement projection tool and supporting process, RetireScope. This brief but enlightening meeting held via our on-line meeting software (in the comforts of your own home!) will provide you with:
- a clear snapshot of where you stand in terms of your retirement goals
- a detailed income projection for clarity on when you can stop working
- steps you can take to better position yourself to retire when you want
- a road map to evaluate future financial planning opportunities
- a resource for existing retirees to evaluate how long your money will last