What We Do

Personal Advice and management of your Investments and retirement account.

Financial planning and Coaching.

We are independent, and not aligned with one company. We are experienced financial advisors and will be your personal quarterback and point of contact. We can give you advice regarding your current retirement account without the need for you to transfer or change it.

Together we Define & Customize

What does retirement mean for you? Hobbies, Winter Home, Travel, Leisure? We want you to have a plan to retire with the income you need to enjoy your retirement.

Does your portfolio have too much risk? Risk is scary and we get that. We want your portfolio to match your own personal risk tolerance as well as your goals and timelines. Working together we will craft a plan for today, and tomorrow, that works for you.

Do you worry about finances? We want you to be reassured by developing a strategic plan with a dedicated advisor that will take the time to understand your needs and concerns.

Together we Maintain & Manage

  • It’s our job to know ~ Karin is an Accredited Investment Fiduciary.

  • Monitoring ~ Your investments are continually monitored and portfolio adjustments are generally implemented quarterly, as needed.

  • Managing ~ We seamlessly manage your allocations and handle all trades and rebalancing.

  • Personal Point of contact ~ We are your personal financial advisor and you can reach out to us with questions and concerns on your account at any time.

Karin Marrs Rettger

MBA, AIF, President and Founder of Principal Resource Group (PRG)

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My Financial Advisor was founded by Karin Rettger. Karin has spent her career advising clients about Investments and Retirement Planning.

Her deep experience working with employers on crafting benefit and retirement plans makes Karin uniquely qualified to assist you in understanding your own retirement and financial portfolio and how you can best plan for your future.

Over the years, Karin has found that without financial guidance, many people struggle to manage their investments and retirement accounts. Having someone who understands your plans for the future and can help you craft a strategy for reaching your goals is essential to making your dreams a reality.

When you work with Karin and My Financial Advisor, you get extensive experience as well as personal attention and service.

 

Awards & Accolades*

  • Five Star Wealth Manager (2019 – 2022)

  • Elected to Leadership Committee, Plan Sponsor Council of America, a division of the American Retirement Association

  • Most Influential Women in Benefit Advising, Employee Benefits Adviser Magazine (2016, 2017)*

  • 30 People to Watch in Employee Benefits, Employee Benefit News (2017)

  • Top Women Advisor, National Association of Plan Advisors (2015)

  • Member of P.E.O. International

 

As Quoted In…

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HSA Plan Sponsor Recipe for Success

Plan sponsors tend to have trouble engaging participants in health savings accounts (HSAs)—educating them, getting them to participate and seeing HSAs.

 

BOOKS

 
 
 
*The 2017 and 2016 Most Influential Women in Benefits Advising and the 2015 NAPA Top Women Advisor recognitions are based on peer nomination and selection by a panel of judges. The recognition is not representative of investment performance and does not represent a particular client experience or endorsement. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

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800 Roosevelt Road
Building B, Suite 413
Glen Ellyn, IL 60137

630.858.5430

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