K. Bridget Schneider, CFP®, CRPC®

Financial Advisor

217.605.8130

217.666.4188

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CERTIFIED FINANCIAL PLANNERTM Bridget Schneider has decades of experience in financial services, but her foremost love remains forming and explaining financial plans to others. Since most clients who engage in financial planning don’t know what they don’t know about finances, Bridget’s deep listening skills and her gift for identifying unseen financial angles enable her to deftly evaluate situations and form powerful customized plans. She can map your life needs and goals to a prolonged program of high-quality options, then help you make critical choices.

Known for her clear and patient explanation of recommendations, for her willingness to make herself available to her clients, and for her infectious smile, today Bridget specializes in client retirement planning. She also assists with income distribution planning for those already retired, with estate planning, and has many years of experience advising small business owners regarding their company retirement plans. When you meet Bridget, be sure to ask her how her garden is doing (especially her flowers) and about her beloved grandson.

Education & Experience

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B.S., University of Illinois, Champaign.

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CERTIFIED FINANCIAL PLANNERTM (CFP®) certification by CFP Board—the gold standard in education & professional standards for personal financial planning. (See Certificate)

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Chartered Retirement Planning Counselor (CRPC®) designation by the College for Financial Planning.

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Holds the Series 7 securities registration with LPL Financial as a registered representative and the Series 66 registration with Level Four® Advisory Services as an investment advisor representative.

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Licensed for Life and Health Insurance and Variable Contracts in 12 states.

Awards, Achievements & Personal Interests

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LPL Financial’s Freedom Club award, 2018.

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Appointed Director for Farm Credit Illinois—this cooperative entity created under the Farm Credit Act of 1933 supports rural communities and agriculture by providing credit & financial services to farmers, ranchers, and rural businesses in the southern 60 counties in Illinois.

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Board of Directors for Land of Lincoln CEO; this organization provides entrepreneurial experience for students to help promote development of business skills.

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Kiwanis Club of Lincoln—past President, board member, and current Secretary. The local chapter has a special focus on helping community youth by raising funds for college scholarships and band camps, as well as programs to promote reading and literacy.

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Born & raised in the Lincoln community she serves.

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Daughter to an aging parent; on the frontlines of helping her mother navigate her later years and offers an emphatic ear for clients experiencing similar challenges.

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Widower; she and her husband, Joe, were married for 32 years. Mother to two adult children—Alyssa, a chiropractor who also lives in Lincoln, Illinois, and son Blake, who attends Logan Mason Rehab Center due to intellectual/developmental disabilities.

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Enjoys gardening—especially flowers.

As top independent financial advisors, our aim is to help secure your financial future and make your life a little easier.

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.