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.

“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 – 2018, 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

What Is Cash Flow and Is It Important?

What Is Cash Flow and Is It Important?

By K. Bridget Schneider, CFP®, CRPC® Cash flow is the movement of money into and out of your household.  You will either have positive cash flow or negative cash flow depending on if you have more money coming in or more money going out. Negative cash flow creates a...

read more
Financial Planning for the Single Parent

Financial Planning for the Single Parent

Being the sole income and provider for your family can be stressful. Despite this challenge, financial planning isn‘t impossible for a single parent to do. Let’s consider these five key rules of financial planning as they relate to single parents.
read more

Contact

Office: 217.605.8130
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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