Objective information about financial planning, investments, and retirement plans

Roger Wohlner Financial Writer

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Office: 847-506-9827

Beyond this blog, I’m a financial writer who brings my extensive experience as a financial advisor to all my writing. My background and experience provide my writing clients with a unique perspective that most other financial writers just can’t offer.

Whether you are a financial services company or an asset manager seeking an experienced writer to help you reach your target market, a financial site looking for another financial contributor or a financial advisor who would like to write but can’t carve out the time, I can help. I write blog posts, articles, whitepapers, content for newsletters and email campaigns as well as marketing copy.

Additionally, I offer editing, review and enhancement services for existing content as well.

One of my specialties is ghostwriting for financial advisors. Whether you are looking for content for your own site or have the opportunity to be featured on sites like Investopedia, Forbes and Kiplinger, I can help. After 20 years in the industry, I speak your language and understand the questions and concerns your clients and prospects have.

I’m fluent on a wide range of financial topics including:

• Financial planning
• Investments
• Retirement planning
• Mutual funds
• ETFs
• 401(k) plans, pensions and other employer sponsored retirement plans
• Planning issues for Baby Boomers, Millennials and Gen X
• Content geared for financial advisors and retirement plan sponsors

My work has been featured on Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, The Motley Fool, Money.com and numerous other sites. My financial services clients include FlexShares, Barclaycard, AIG, Fifth Third Bank, PNC, WisdomTree and others.

Beyond the blog posts here on The Chicago Financial Planner, check out some of my other writing samples:

Investopedia

Go Banking Rates

US News

ClearVoice

My portfolio via Contently

FlexShares ETFs:

https://blog.flexshares.com/understanding-the-flexshares-stoxx-partnership

https://etfdailynews.com/2017/09/19/understanding-the-latest-trends-in-the-red-hot-esg-world/

https://finance.yahoo.com/news/incorporating-esg-equals-102826953.html

https://blog.flexshares.com/understanding-volatility-and-the-flexshares-esg-process

https://blog.flexshares.com/understanding-key-performance-indicators

Barclays Ring Blog:

https://community.barclaycardus.com/t5/Barclays-Ring-Public-Blog/How-To-Select-a-Financial-Advisor/ba-p/27711

http://www.barclaycardring.com/t5/Barclays-Ring-Public-Blog/Understanding-the-New-Tax-Law-and-How-it-Might-Impact-You/ba-p/29011

http://www.barclaycardring.com/t5/Barclays-Ring-Public-Blog/401-K-Options-When-Leaving-Your-Job/ba-p/27766

http://www.barclaycardring.com/t5/Barclays-Ring-Public-Blog/Are-401-k-Loans-a-Good-Idea/ba-p/26982

Morningstar Magazine:

https://www.morningstar.com/blog/2017/11/15/anna-sergunina.html

http://www.alexanderfinancialplanning.com/sites/default/files/users/TeriAlexander/PDF/Morningstar-Magazine-February_March-2017-53.pdf

Let’s talk about your writing needs and how I can help.

Contact me via email

phone: 847-506-9827 office