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Recent Posts

When Does a Roth Conversion Make Sense?

There has been a lot of discussion lately about why you should convert your traditional retirement assets into a Roth IRA. And there are some very valid reasons, for some people. But it is not necessarily good advice for everyone. Let’s help YOU answer the question, “When Does a Roth Conversion Make Sense?”

How Inflation Affects Your Financial Plan and 3 Tips That May Help

It’s no secret that we are currently feeling the effects of inflation as we buy groceries and fill our gas tanks. But the recent announcement that inflation has increased 6.8% since last November got me thinking. That’s the largest 12-month increase in almost forty years. While someone 60 years of age or older may recall what that time was like, a younger person may have concerns about how inflation affects their financial plan. Here are some things to consider.

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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Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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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.

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?