1. Vital Wealth Management, LLC
9501 W. Devon Ave., Suite 601
Rosemont, IL 60018
Office: 847-384-1903
Fax: 847-384-1843
email: robertjackway@vitalwealthmgmt.com
website: www.vitalwealthmgmt.com
Robert C. Jackway, CLU, ChFC, CASL™, CFP®
My Purpose: To assist individuals and business owners in identifying, and then reaching,
their financial goals. To teach, educate, and instruct so that clients are sufficiently informed
to make sound investment and risk management decisions.
The Problem: All too often consumers are sold financial products and services based
largely upon the sales ability and practices of the financial or insurance industry and their
representatives. These decisions to purchase are usually based on an overstated value of
the advantages coupled with a poor (if any) explanation of the potential disadvantages
to the consumer. The important thing to remember is that all investments and/or
insurance products have advantages and disadvantages. It’s merely a question of
whether one side outweighs the other with respect to a person’s particular financial
objectives and concerns.
In fact, consumers often purchase products such as mutual funds, stocks, bonds, or
insurance policies without first determining how such products can help them achieve
their personal goals and objectives. Often their trust is blind to such things as sales
charges and other expenses. This naturally can be a formula for financial disaster. It’s also
very common for people to have executed legal documents, only to leave beneficiary
designations named or assets titled improperly. This could greatly reduce the chances
that assets will be distributed among their heirs in the manner which was intended.
The Solution: Over the past 30 years in the financial services industry, I have determined
the best way for me to serve my clientele is through education. I begin by assisting you
to define and establish financial objectives. These objectives may include cash
management, risk management, various accumulation goals, retirement, and estate
planning.

2. There are several aspects to financial planning. Some typical financial planning concerns
and objectives which I have been trained and educated to assist you with include:
 Accumulation goals and the various savings or investment vehicles suitable for
you in the achievement of these goals
 Replacement of your income to your family or dependents in the event of your
premature death or disability
 Replacement of your employment income during your retirement
 The distribution of your assets to your heirs, taking into consideration estate
settlement costs and taxes
 A general discussion of estate planning documents such as a Last Will &
Testament, Durable Powers of Attorney for Property and Health Care
 The selection process for a qualified estate planning attorney for you
 The selection process of appropriate guardians and trustees for your children,
grandchildren, or other potential heirs
 Accumulation funding and various planning arrangements for the higher
education of your children or grandchildren
 Business continuation concerns and methods for business owners or professional
clientele
 Long-term care concerns and methods of funding for you and/or your spouse
 Gifting to your family members or charitable giving
I will often be called upon (or I may request) to meet with my clients’ heirs, trustees, or
other financial advisors such as their CPA or attorney in an effort to achieve a structured
and coordinated financial plan. I work in a proactive, forward-thinking manner, and
provide my financial planning clients with detailed annual reviews.
I am available on an appointment basis, preferring Saturdays over weeknights. I meet
with all prospective clients on a no cost or obligation basis. During our initial meeting, I
will attempt to establish our compatibility and I will explain any and all costs or expenses
associated with my services. Furthermore, I promise that you will never receive a bill or
increase in my fees without your full understanding and approval.