Financial Tips

Creating a Back-To-School Plan

Creating a Back-To-School Plan

Summer is coming to an end. Now this can mean many different things to many different people. Whether you’re a child, an adolescent, a parent, or even a grandparent, school is starting…

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The Pursuit of Financial Independence

The Pursuit of Financial Independence

I love a good firework display and Independence Day – the 4th of July – is usually the best opportunity to see one. It’s a great celebration of our nation’s declaration that the thirteen colonies…

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Financial Literacy Month

Financial Literacy Month

April is National Financial Literacy Month. Now, what does this mean to you? Well, it could mean many things to you, but it could also mean absolutely nothing.

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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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