College Savings

Recent Posts

Why You Should Get a Social Security Benefit Statement

By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement?  If you are like many people, you may think you got one in the mail a year or so ago.  However, it may have been several years ago.  While...

How to Reduce Debt Quickly

Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?

Tips for Late-Start Retirement Planning

Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?

Self-Employed Professionals Can Save Big on Taxes

Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.

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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?