Upcoming Events

Turning 65 Workshops

Upcoming workshop dates:


Tuesday, August 18
11:30 am
Saltgrass Steakhouse
6026 Marsha Sharp Freeway
Lubbock, TX 79407

Wednesday, August 19
12:00 pm, 5:30 pm


Tuesday, August 25
11:30 am
Engrained Brewery
1120 W Lincolnshire Blvd
Springfield, IL 62711

Wednesday, August 26
12:00 pm, 5:30 pm

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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.