Upcoming Events

Confused by Medicare? You’re not alone!

If you are turning 65 soon you are invited to attend a workshop for people who will enroll in Medicare in the next few months. These workshops are strictly educational, where you can relax, ask questions, and enjoy a free meal.

Reserve your seat by calling our office with the event you want to attend.

(217) 605-8130


SPRINGFIELD, Tuesday, August 6, 11:30 AM
Location: Engrained Brewery and Restaurant


PEORIA, Thursday, November 14, 11:30 AM
Location: Two25 Restaurant, Mark Twain Hotel

At this event, insurance products and services will be discussed

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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.