Brad Rosley

CFP
Retirement, Investing, Lifestage Based Planning
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“With over 25 years of experience in the financial industry, Brad Rosley, CFP®, is committed to providing a straight talking, independent approach to planning and investment management.”
Firm:

Fortune Financial Group, Inc.

Job Title:

President

Biography:

Brad is the founder and President of FFG which opened in Glen Ellyn, IL in 1996.  He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance and has been a Certified Financial Planner since 1990.  Brad chose to create FFG as an "independent" firm that helps people figure out what they want to do with the one life God gave them and has been helping people for over 25 years.  His clients work with him because of his balanced approached to financial and life planning.  They stay with him because he develops a relationship that is not product driven, but rather personal and life planning centric.  His motto "Plan for tomorrow, while still living for today" is especially appealing to clients.

Brad has been quoted and written articles in several publications including Chicago Magazine and Business Week.  Brad' authored a book, “Brad Rosley on Educated Investing”  that was published in 2001.  He blogs at www.lifeplanningtoday.com. He is also a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years.  In 2009 he served as President and in 2010 was the Chairman of the Board of the 1,100 member Illinois Chapter of the FPA®.

Brad, his wife Soni and their three children have lived in Glen Ellyn, IL since 1996. Brad's faith and conservative fiscal values are passionate.  Brad's still mixing it up on the basketball court regularly and working out often. When weather turns you can find him on the golf course either with clients or at night after work. His enthusiasm for baseball continued after coaching his son continues as he is on the Board of Directors of the West Suburban Baseball League.

Education:

BS, Finance, University of Iowa

Assets Under Management:

$50 million

Fee Structure:

Asset-Based

CRD Number:

1559979

Videos
  • How Brad Rosley helps his clients.
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2 days ago
    IRAs, Retirement Plans, Retirement Savings
3 weeks ago
    Personal Finance, Retirement Savings
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    College Tuition, Lifestage Based Planning, Personal Finance

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    401(k), IRAs, Small Business
Is setting up an independent 401(k) plan always better than an IRA for a small business?
100% of people found this answer helpful

I would consider a SIMPLE IRA. While the contribution limits are lower, the administrative expenses are almost zero. There is a minimal employer contribution required - either 2 percent of salary or dollar for dollar match up to three percent of employee's contribution.

5 weeks ago
    IRAs
Are transactions entirely within a Roth account ever subject to wash sales?
100% of people found this answer helpful
2 weeks ago
    401(k), Taxes
How are taxes imposed on a 401(k) disbursement?
100% of people found this answer helpful
3 weeks ago
    Social Security, Investing, Asset Allocation
How should I be using my dividends?
0% of people found this answer helpful
2 weeks ago
    ETFs, IRAs
Can I buy ETFs for my Roth IRA?
4 weeks ago