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?

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Long Term Care Awareness Month

Long-Term Care Awareness Month

November is designated as National Long-Term Care Awareness Month. Instead of providing you with research and statistics about the potential need and cost of long-term care.

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Recent Posts

4 Ways A Small Business Can Benefit From a Financial Advisor

By Joe Globensky, RFC® As a financial advisor and small business owner, I know firsthand how my knowledge and experience has helped our company.  But if you have your own small business, you might not realize the value a financial advisor can...

Ways to Raise Financially Savvy Kids

Whether we admit it or not, money plays an important role throughout our lives.  Learning how to responsibly and smartly handle money is necessary for our children’s future financial success.

What Is Cash Flow and Is It Important?

Cash flow is the movement of money into and out of your household.  You will either have positive cash flow or negative cash flow depending on if you have more money coming in or more money going out.

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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.