Financial Planning

Financial Planning for the Single Parent

Financial Planning for the Single Parent

Being the sole income and provider for your family can be stressful. Despite this challenge, financial planning isn‘t impossible for a single parent to do. Let’s consider these five key rules of financial planning as they relate to single parents.
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Differences Between Financial Planning and Estate Planning

Differences Between Financial Planning and Estate Planning

If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning.  They may sound similar but they are vastly different.  Let’s go over the differences and answer some questions you may have.
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Fear of Finances? It’s Not So Scary!

Fear of Finances? It’s Not So Scary!

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let's look at steps you can take to overcome a fear of finance.
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4 Benefits of Paying Yourself First

4 Benefits of Paying Yourself First

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let's look at steps you can take to overcome a fear of finance.
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Recent Posts

Financial Planning for the Single Parent

Being the sole income and provider for your family can be stressful. Despite this challenge, financial planning isn‘t impossible for a single parent to do. Let’s consider these five key rules of financial planning as they relate to single parents.

Differences Between Financial Planning and Estate Planning

If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning.  They may sound similar but they are vastly different.  Let’s go over the differences and answer some questions you may have.

Fear of Finances? It’s Not So Scary!

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let's look at steps you can take to overcome a fear of finance.

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Office: 217.605.8130
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.