Our top priority when planning for your retirement is making sure you avoid running out of money. Since retirements can range from 10–25 years you’ll want a clear understanding for how much you’ll need to save in order to live the lifestyle you want.
Starting with analyzing your current financial situation, we’ll then model different future scenarios that will help us get a clear picture of what will be needed to secure the retirement you want. We’ll look at everything from 401(k)s and IRAs, to your current income and expenses, to social security estimates and other assets. The more information we have, the better we can plan.
No one wants to be a burden on their children by needing support later in life. You can ensure a comfortable retirement by planning ahead and making smart decisions. We’re here to help you do that.
Call us today to get started: 217.824.4211.
Read more about Retirement Planning
Vivian Brownlee was a widow who inherited stock from her husband. He was an astute investor who had the wherewithal to invest in a little company out of Omaha that owned a textile mill. The investment was pretty humdrum, at least on paper. Who wants to own a textile...
Are you in the market for a financial advisor? You’ve come to the right place! It can be hard to find a committed advisor to help you plan wisely. When it comes to wealth management, investments, and retirement planning, it seems like there’s always another financial...
Most investors are familiar with the term "mutual funds." If you've invested for any length of time I'm sure you've owned some. Major broker dealers, and all my competitors in our area, use them almost exclusively. But the problem is the "mutual fund" is totally...