Emergency Fund

Fear of Finances? It’s Not So Scary!

Fear of Finances? It’s Not So Scary!

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let’s look at steps you can take to overcome a fear of finance.

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4 Benefits of Paying Yourself First

4 Benefits of Paying Yourself First

If you’re not familiar with the idea of paying yourself first, or you just need an important refresher, this post is for you. The benefits you can receive from a disciplined savings plan will last…

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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?

Yes, Thanks.