Destination: Financial Security
Our mission is to positively change lives by delivering financial confidence better than it has ever been done before.This includes charting a course to Financial Security. This is accomplished through focused planning and follow through. At every step of the process my team and I seek first to understand your vision, values, and goals before we get to the strategies and tools that help you follow through with your personalized plan. Contact us today for help with your journey toward financial security.
Areas of Specialization
It’s been our experience that we add more value to clients when we focus our energy and aim for depth and experience in specific markets meeting their unique needs. Two areas we specialize in are managers at Caterpillar, Inc. and Physicians. In short, here is what we have to offer:
Caterpillar Inc.
- In-depth knowledge of Caterpillar compensation and benefit programs, including non-qualified deferred compensation plans, pensions, EIP-1, 401(k) and Roth 401(k), equity compensation/ target ownership.
- Comprehensive approach to financial planning with regular retirement planning model updates to test and help validate assumptions.
- While we are based in Caterpillar’s backyard in downtown Peoria, IL, we have the technology and flexibility that allow us to add value to our Cat clients who live here and across the country.
Medical/Dental Professions
- Student loan refinancing and debt repayment.
- Comprehensive financial planning with regular reviews to keep you on track for retirement and keep your investments in line with both your values and risk appetite across your career, all while attempting to minimize tax exposure.*
- Disability insurance to protect one of your most valuable assets: your income. Disability insurance offers coverage that can help protect your income in the event of a long-term disability. To learn more visit: Disability Income Insurance Knowledge Center.
