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Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition.  You may feel comfortable enough to retire when your retirement savings reaches a certain level.  However, that may not be...

The Relationship Between Wealth and Health

By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health.  Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...

Financial Planning Tips to Consider Now

By K. Bridget Schneider, CFP®, CRPC®The S&P 500 reached its peak in mid-February of this year, and investors were feeling good about their account values.  However, in the following weeks that good feeling began to disappear.  Concerns of a pandemic...

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years.  And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February.  But this is not the first bear market we have experienced, nor will it be the last. 

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe.  Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...

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Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

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Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

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