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What is Indexed Universal Life Insurance?

By Joe Globensky, RFC® As part of our initiative to educate our clients and prospective clients, we often check out what is trending on social media.  What products or solutions are people searching for?  What industry terms do people want to know more...

What is an Annuity and Why Would I Buy One?

By K. Bridget Schneider, CFP®, CRPC®Have you heard that June is Annuity Awareness Month?  I can imagine some of you saying, “No, but I hear that annuities are expensive and lock up your money with little to nothing paid out as you get older.”  Well, that...

5 Steps to an A+ College Plan

By K. Bridget Schneider, CFP®, CRPC®Imagine your son or daughter receiving an acceptance letter from the trade school or college of their choice.  It is rewarding to witness them start on the path for their adult life.  The only thing that could make you...

4 Key Reasons to Purchase Disability Insurance

By Joe Globensky, RFC®Millions of working Americans are facing a growing crisis: a lack of adequate disability insurance coverage. Without some type of income protection, more Americans are experiencing severe financial difficulty if they need to miss work...

If I Could Teach Only One Financial Lesson

By Joe Globensky, RFC®After 27 years of being a Financial Advisor, you might expect that I could share many financial tips that would help you progress towards a secure financial future. So how do I pick just one financial lesson to share?Financial...

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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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