Blog

Financial Planning for the Single Parent

Financial Planning for the Single Parent

By K. Bridget Schneider, CFP®, CRPC® | August 5, 2019

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
4 Ways to Gauge Your Saving for Retirement

4 Ways to Gauge Your Saving for Retirement

By K. Bridget Schneider, CFP®, CRPC® | June 19, 2019

Are you confident with how much you need for retirement? Here are 4 ways to gauge your saving for retirement so you can decide if you need to make changes.

Read More
Our Team’s Summer Vacation Ideas

Our Team’s Summer Vacation Ideas

By Joe Globensky, RFC® | June 6, 2019

With summer quickly approaching, we want to share some of our team’s favorite summer vacation ideas. And we welcome you to share your favorites on our Facebook page.

Read More

Contact

Office: 217.605.8130
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

Email Us

eNews

Sign up to receive the latest news, tips, outlooks and more:

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?

Yes, Thanks.