Financial Planning and Retirement Planning

We all know that we should save for a rainy day, but it can be difficult to know if you’re saving enough or even using the most appropriate investments to work towards your goals. Whether you want to purchase your dream home or a vacation retreat, save enough for your child’s college education, or simply to put away enough for your retirement, it’s important to stay focused and evaluate your progress on a regular basis.

“Helping you pursue your life goals is the highest good we, as advisors, can do in our professional lives.”

Did you know that you don’t need substantial wealth to use our services?

We work with clients from all walks of life and types of income and assets. This ranges from people trying to manage debt or pay off education loans, to those who need retirement distribution planning or estate planning, to people with ample assets who want to position for growth. Whatever your financial goals, we can help.

Financial Planning Tailored to You

At Connections Financial Advisors, our financial planning services are tailored to your individual needs. So, whether you are just starting out, entering mid-life, or already enjoying retirement, our financial advisors will help you develop a plan and help you stay focused on your desired outcome. We want to help you work towards your financial goals in a friendly and productive way.

How Connections Financial Advisors Can Help Your Financial Planning

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We will take the time to get to know you and understand your objectives.

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We will work with you to ensure you understand the options available to you.

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We will help you create a plan so that you can pursue your goals.

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We will be there for you to answer any questions and help you monitor and stick to the plan.

With our clear process, you can enjoy the confidence and security of knowing you have an experienced partner helping you pursue your financial goals.

Additional Services

Investment
Management

Personal Risk
Management

Get a customized
retirement plan.

“You are never too old to set another goal or to dream a new dream.”

— C.S. Lewis

Contact

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.