Investment Management

Asset allocation. Long-term returns. Diversification. Stocks. Bonds. IRAs. Our industry is never short on financial jargon.

Investment Management simply means making sure you have the most comprehensive portfolio of investments as possible to meet your goals. It is integral to your overall financial health. And, we want to help.

Did you know that there’s no charge for an initial conversation with one of our advisors?

Learn what it costs to hire a financial advisor.

We Are the Investment Management Partner Who Empowers You

Our investment management services are designed to inform, educate, and guide you in your aim to get the most out of your investments.

Our financial advisors will meet with you not only to go over what you currently have, but also to understand and confirm your goals, objectives, and risk comfort level.

Your Experienced Guide through the Numerous Investment Options

There are thousands of investment options to consider—how do you start the decision process?

Our highly-trained professionals will help you determine your tolerance for risk, recommend a portfolio or two that will help meet your risk and return objectives, and explain the process in language that you can understand.

Behind the scenes, our team regularly conducts investment research and works diligently to stay up-to-date on investment trends and new investment solutions. Our expertise in supplemented by the research and insights of LPL Financial, the largest independent broker/dealer in the nation.

*As reported by Financial Planning magazine, June 1996 – 2021, based on total revenue.

Additional Services

Financial Planning /
Retirement Planning

Personal Risk

Ready to get started?
Let’s begin a conversation about your financial goals.

Contact us today so we can help you work more intentionally, and more effectively, towards your investment goals. Our financial advisors want to get to know you as a person, not numbers in a ledger. Your initial conversation with us is free.

“Gentlemen prefer bonds.”

— Andrew Mellon


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?