About Darryl Rosen

Darryl Rosen is the founder and chief retirement strategist at Retirement Info Chicago. A lifetime Chicagoan and former, somewhat competitive, but now washed up marathon runner, Darryl uses his experiences as a former CPA, a successful business owner, a noted retirement strategist and a runner to help people plan for and achieve peace of mind in retirement.

He's also the undisputed and most world-renown expert on SECURiMENT, a word he created and uses to simplify the retirement planning process. Though he has created his own word, and people actually appreciate the concept, his children (and wife) are not even remotely impressed. Learn more here

What's with all the caricatures???

Featured Videos 

Runner Muscle V2.png

Why we always operate from a position of strength

Muscles on Muscles
securiment wheel.png

Your simple roadmap to peace of mind in retirement

WHYDarryl Rosen - SUCURiMENT THUMBNAIL.j

Why I should be the race director of your journey!

Contact Us
1821 Walden Office Square
Suite 400
Schaumburg, IL 60173
3333 Warrenville Road
Suite 200
Lisle, IL 60532
500 Lake Cook Road
Suite 350
Deerfield, IL 60015
Office Phone: (224) 300-5174
Email Darryl Rosen
What's a SECURiMENT Review?
Want a second opinion on your plan?
Copyright © 2019 Retirement Info Chicago. All Rights Reserved. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and (Retirement Info Chicago) are independent of each other.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.

RETIREMENT INFO CHICAGO PRIVACY POLICY

At Retirement Info Chicago (RIC) your trust is our top priority.  The confidentiality of your personal financial information is of paramount importance to all of us, and we will remain vigilant in protecting your privacy.  We are sending you this privacy notice to help you understand how we use your private financial information, and to let you know what we do to help protect your privacy.

 
What Information Do We Collect From You and About You?


To serve your client needs, RIC collects information from you and about you.  Some of this information is collected to satisfy certain legal and regulatory requirements, while other information is collected so that we can service your account effectively.  Examples of the information that we collect includes:

Information from your account application and other forms, such as name, address, Social Security number, telephone number, employment information, income, net worth, investment experience, and other information to service your account effectively.  We may also collect information from consumer reporting agencies Information about your financial transactions, including securities purchased and sold, fund transfers, account balances, and other account activities.
 
To Whom Do We Disclose Your Information?


RIC does not sell your personal financial information to anyone.  However, we do disclose your personal information to third parties or outside companies that help us process your transactions or service your account. One such company is the clearing firm which processes your transactions and acts as the account custodian.  We may also provide information to outside service providers that held administer your accounts.  Any outside company or third party provider must limit their use of your information to the purpose for which it was provided.

RIC may also provide your personal information when permitted or required by law or regulation. Examples include providing information in response to a subpoena or court order, to cooperate with regulators, governmental authorities or law enforcement authorities, or in response to a request from a consumer reporting agency.  

Outside of these circumstances, we will not provide your personal information to third parties unless you have specifically asked us to do so.

 
What Do We Do To Protect Your Personal Information?


We restrict access of your personal financial information to personnel who require that information to service your business. All employees are trained regarding the policies and procedures encompassed by this privacy policy. We maintain physical, electronics and procedural safeguards to guard your personal information. This privacy policy applies to all of our current and former clients. If in the future this privacy policy needs to change for any reason, we will provide you with written notification of the change, allowing you the opportunity to opt-out.

If you wish to receive the latest RIC Form ADV Part II, or for any questions regarding RIC's privacy policy, please call us at (224) 300-5174.​​