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The Pros and Cons of Deferred Compensation

By Joe Globensky, RFC®At some point in your career, you may be offered participation in a nonqualified deferred compensation (NQDC) plan. Currently more than 90% of public companies offer some sort of NQDC plan and nearly half (44%) of eligible employees...

Financial Fraud and How To Prevent It

By K. Bridget Schneider, CFP®, CRPC®If you think you're immune to financial fraud, think again.  Financial fraud is an ever-present threat to all ages.  It comes in many forms from an attempt to access your money and financial accounts with your personal...

What is Indexed Universal Life Insurance?

By Joe Globensky, RFC® As part of our initiative to educate our clients and prospective clients, we often check out what is trending on social media.  What products or solutions are people searching for?  What industry terms do people want to know more...

What is an Annuity and Why Would I Buy One?

By K. Bridget Schneider, CFP®, CRPC®Have you heard that June is Annuity Awareness Month?  I can imagine some of you saying, “No, but I hear that annuities are expensive and lock up your money with little to nothing paid out as you get older.”  Well, that...

5 Steps to an A+ College Plan

By K. Bridget Schneider, CFP®, CRPC®Imagine your son or daughter receiving an acceptance letter from the trade school or college of their choice.  It is rewarding to witness them start on the path for their adult life.  The only thing that could make you...

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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?