Services Overview


Financial Planning /
Retirement Planning

Personal Risk

Ok, so, in everyday language, what do you do?

Well, you know how sometimes people save and invest, but they aren’t really sure that they’ll have enough money to be comfortable and do what they want in retirement or at later stages of life?

We help show them whether they are on target or not. This includes their retirement planning, but also things like covering expenses for their children’s or grandchildren’s education, the rising cost of health care, paying off mortgages or debt, and reaching life-long goals, like buying a boat or taking dream vacations.

Then, we advise them about what to do with their resources and investments now to help get on target and manage what they have.

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.

What if I’m already retired? Is it too late to begin working with you?

Not at all. If you’re an older client who has accumulated a certain amount for retirement, we’ll show you how to manage that.

There are many ways to improve your situation even if you are already retired. Learn more about retirement planning.

I’m not thinking about retirement right now. I have other life goals, like paying for education or travel. Can you help?

Absolutely. We serve financial needs across the whole lifecycle. Whether its college saving, estate planning, buying a second home or funding an expensive hobby, we work with you to set you on a path to get there.

Our first job is to listen. We won’t make assumptions, fit you into a box or push you toward investments with which you aren’t comfortable. We work with you at the risk level and speed you set. And, we believe it’s possible to have fun and smile together while doing it.

We’re committed to the notion that your investment management and retirement planning should be an empowering experience.


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?