Your friendly financial guide & ally to help plan for your future

Managing finances well doesn’t have to be a chore. At Connections Financial Advisors, we create a truly comfortable and educating experience as we empower you to meet your financial goals.

Who We Are

Top independent financial advisors whose aim is to plan for your financial future and make your life a little easier.

What We Do

Advise you on investment management, retirement planning, and other financial matters to help manage what you have.

Who We Serve

Families, individuals, retirees, young adults—anyone with financial goals. You don’t need substantial wealth to work with us.

Get to know Connections Financial Advisors

“We love when a client comes in and afterwards can feel like we really heard them, they didn’t feel pressured or put into a box. That makes our day. We know that financial matters can be complex or stressful—and too many people are on a path to nowhere. But helping others get a clear picture of what they need to do to pursue their financial goals is our calling. When clients feel comfortable in their financial life, that’s our win.”

— Bridget & Joe
Managers, Connections Financial Advisors

So, in everyday language,
what do you do?

Well, you know how sometimes people save and invest, but they aren’t really sure that they’ll have enough money to be comfortable and do what they want in retirement or at later stages of life? We help show them whether they are on target or not.

Then, we advise them about what to do with their resources and investments now to help get on target and stay on target.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Smart. Befriended. Empowered.

This is how we want you to feel after every interaction with us.
Too often we hear stories about everyday people dreading a visit to their financial advisors. We’re here to change that.

#1 Largest

We are registered representatives of the largest independent broker/dealer in the country, LPL Financial.

*As reported by Financial Planning magazine, June 1996 – 2019, based on total revenue.

50+ Yrs

Your assets will be personally managed by a team with 50+ years of financial services experience.

3rd Gen

Three generations of families are now using our services. We excel at earning client loyalty.

Ethics

Our own Joe Globensky was recently awarded the IARFC* Ethics Approved Seal for adherence to their Code of Ethics for financial advisors.

2 Awards

Managers Bridget Schneider & Joe Globensky are members of LPL’s Freedom Club. LPL Financial awards select advisors, out of more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s annual production.

Latest Blog Posts

3 Tips to Raise Your Credit Score

3 Tips to Raise Your Credit Score

Your credit score is an important factor in your financial life. After reading my July blog post, did you find yourself wondering how to raise your credit score? Regularly checking your report for errors is a great first step to maintaining your score. And as promised, here are some valuable tips to help raise your credit score.

read more
Retirement Income Plan: What Are You Saving For in Retirement?

Retirement Income Plan: What Are You Saving For in Retirement?

In the past, we have written blog posts on when you should start planning for retirement, how much money you will need in retirement, ways to gauge your saving for retirement, and creating a plan to manage your income in retirement.  But have you ever taken the time to figure out, “What Are You Saving for in Retirement?”

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What is Your Credit Score and Why Does It Matter?

What is Your Credit Score and Why Does It Matter?

Have you given much thought to your credit score?  It won’t surprise me if your answer is no.  Most of us know that a bad score can prevent us from getting a loan or credit card.  But many people don’t have any idea what their credit score is, how to improve it, or why it even matters. 

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Contact

Office: 217.605.8130
Toll-Free: 844.305.7670
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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