Long Term Care

5 Popular Uses of Life Insurance

5 Popular Uses of Life Insurance

Some of you may be familiar with the phrase, “Life insurance is sold, not bought.” A primary reason for this is people do not want to think about, let alone plan for, their ultimate demise...
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Long Term Care Awareness Month

Long Term Care Awareness Month

As we age, there are a lot of expectations and potential outcomes to consider. Will there be enough money to retire comfortably? How will our health hold up?
read more
Long Term Care Awareness Month

Long-Term Care Awareness Month

As we age, there are a lot of expectations and potential outcomes to consider. Will there be enough money to retire comfortably? How will our health hold up?
read more

Recent Posts

5 Popular Uses of Life Insurance

Some of you may be familiar with the phrase, “Life insurance is sold, not bought.” A primary reason for this is people do not want to think about, let alone plan for, their ultimate demise...

$280,000 for Healthcare! Really?

Fidelity just updated their research on the estimated cost of healthcare for a 65-year old couple throughout their retirement.

Long Term Care Awareness Month

As we age, there are a lot of expectations and potential outcomes to consider. Will there be enough money to retire comfortably? How will our health hold up?

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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.