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Why I Became A Financial Advisor

Why I Became A Financial Advisor

Thanksgiving Day is almost here!  This is the time of year that many people think back on events and give thanks for their blessings. Since it’s a great way to maintain your perspective about life’s ups and downs both personally and professionally, I’ve practiced this for years. Some of my blessings are personal, but there are professional blessings as well.  And since I’m often asked why I became a financial advisor, I want to share how my profession makes my blessing list.

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What is Your Long-Term Care Plan?

What is Your Long-Term Care Plan?

What is Your Long-Term Care Plan? November is Long-Term Care Awareness Month and I want to get you thinking about this important question. This subject is too important not to have a plan. Because the chances that you’ll need care are very real.

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Is Financial Planning for Women Different?

Is Financial Planning for Women Different?

The observation of American Business Women’s Day on September 22nd got me thinking about how my female clients’ financial planning needs differ from those of my male clients. How does the financial planning advice I provide change for women? As we save for our golden years, women may have unique challenges. Let’s look at some key reasons financial planning for women may be different.

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Why I Became A Financial Advisor

Thanksgiving Day is almost here!  This is the time of year that many people think back on events and give thanks for their blessings. Since it’s a great way to maintain your perspective about life’s ups and downs both personally and professionally, I’ve practiced this for years. Some of my blessings are personal, but there are professional blessings as well.  And since I’m often asked why I became a financial advisor, I want to share how my profession makes my blessing list.

What is Your Long-Term Care Plan?

What is Your Long-Term Care Plan? November is Long-Term Care Awareness Month and I want to get you thinking about this important question. This subject is too important not to have a plan. Because the chances that you’ll need care are very real.

Take Advantage of the Medicare Annual Enrollment Period

The Medicare Annual Enrollment Period (AEP), also known as Open Enrollment, began on October 15th and runs through December 7th. This is the one opportunity each year that most people on a Medicare stand-alone Prescription Drug Plan (PDP) can change their plan for the coming plan year.

4 Financial Planning Excuses You Might Be Using

October is National Financial Planning month. I’ve written various blog posts discussing the importance of developing a financial plan and even how that plan may differ for special groups like women. Unfortunately, you might still be putting this off for a future day. So, let’s consider 4 financial planning excuses and see if any of them hold up.

Is Financial Planning for Women Different?

The observation of American Business Women’s Day on September 22nd got me thinking about how my female clients’ financial planning needs differ from those of my male clients. How does the financial planning advice I provide change for women? As we save for our golden years, women may have unique challenges. Let’s look at some key reasons financial planning for women may be different.

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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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Where are you located?

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.

Can I learn more about your services?

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.

Would you like a no-cost, initial conversation to learn if you’re on track?