Financial Planning & Consulting
A Pursuit, Not a Product:
It starts by getting to know you and your unique situation. As we get to know you and your situation, we will begin to uncover and identify your most important goals, things you value, an understanding of any challenges you are facing, as well as any opportunities that may be being overlooked.
Our consultative approach will provide you with a comprehensive review and in-depth analysis of your current financial situation. Our commitment extends to delivering detailed and personalized recommendations that align with your goals. What sets us apart is the crafting of a measurable action plan – a strategic roadmap designed to guide you confidently towards your financial objectives.
Cash Flow & Debt Management
Track your cash flow, net worth, cash management needs, and strategies for debt reduction.
Financial Independence
Achieving financial independence requires a comprehensive yet flexible strategy.
Retirement Income Planning
Evaluating all available income sources and designing the optimal strategy that meets your lifestyle.
Proactive Tax Planning
Proactively identifying and helping implement a long-term tax-reduction strategy to lower your lifetime cumulative tax liabilities.
Employee Benefits Analysis
A full review to maximize your benefit programs and ensure you do not leave free money on the table.
Investment Strategies
We strive to design an optimal investment strategy you can feel confident in during the inevitable ups and downs of the market.
Charitable
Giving
By working together to form a plan to align your charitable contributions with your personal convictions, allowing you to maximize your impact, and in the most tax-efficient manner.
Risk
Management
Review risk mitigation tools such as health, life, disability, property, liability, and long-term care insurance that aligns with your financial risks.
Legacy & Estate Planning
A proactive plan to protect your family now, direct your assets later, & provide support for your spouse in an emergency. This includes assigning a trusted contact, reviewing account titling, beneficiary designations, last wills, trusts, appointed guardians, and power of attorney.
Executive
Compensation
Integrate forms of equity grants, options, and deferred compensation into a comprehensive plan.
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OUR OFFICE
316 S.W. Washington Street
Suite 1A
Peoria, IL 61602
OUR SOCIALS
