Financial Services
Comprehensive Financial Management for Individuals and Families
In addition to our investment analysis, model portfolio management, and custom portfolio services, our clients receive financial insight and advice on a wide range of topics, including:
Personal CFO Support
- Comprehensive financial assessments
- Planning for short- and long-term financial goals
- Coordination with CPAs and attorneys
- Referrals to qualified CPAs and attorneys
Investment Management
- Investment reviews and advice on outside held accounts (i.e. IRA or 401(k))
- Investment analysis and recommendations
- Account consolidation and beneficiary planning
Wealth Management
- Retirement income planning
- Estate planning
- Charitable giving strategies
- Long-term care planning
- Social Security strategies
- Insurance
Family Support
- Multi-generational legacy planning
- Insurance audits
- Medicare supplement recommendations and evaluation
- Educational events and seminars
- Beneficiary reviews
- Probate avoidance strategies
- End-of-life financial planning
Our Locations
East Peoria
Address: 2400 N. Main Street, Suite G, East Peoria, IL 61611
Phone: 309-229-3145
Hours: Appointment Only
Springfield
Address: 3161 W. White Oaks Drive, Suite 104, Springfield, IL 62704
Phone: 309-229-3145
Hours: Appointment Only
Wellen Park/North Port
Address: 11564 Renaissance Blvd., Venice, FL 34293
Phone: 941-445-2130
Hours: Appointment Only
Venice
Address: 871 Venetia Bay Blvd., Suite 200, Venice, FL 34285
Phone: 941-445-2130
Hours: Appointment Only