To help clients make more informed decisions to better their financial lives.
Our Value Proposition
Connections Financial Advisors is your better choice over big brand or other independent investment management and financial planning companies if you feel uncertain or worry about having enough confidence to pursue your life goals, but are open to two-way engagement with a financial advisor.
We hold ourselves to standards of the highest fiduciary duty to benefit you. We are registered representatives of the largest independent broker/dealer in the country, LPL Financial, and we demand exceptional levels of training and professionalism from our award-winning staff.
*As reported by Financial Planning magazine, June 1996 – 2018, based on total revenue.
We do this by being truly passionate about our work in investment management and financial planning, while creating the most comfortable and empowering experience for you in our marketplace.
We value when our clients feel befriended, smart and secure; at no point should you be made to feel inadequate, intimidated or pressured.
Because, we will be your friendly financial guide and ally that helps you prepare for your financial future.
Our vision is, by engaging us, you will be genuinely empowered in your financial life to address your goals. We want your experience with us to be so positive that you want to recommend us to family and friends.
We believe that great client service means more than greeting you with a smile and offering you your favorite beverage; it is understanding your expectations of us so well that every day we can work to exceed them.
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.
604 N Union St Ste 1
Lincoln, IL 62656
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