613 1st Street #1-B
La Salle, IL 61301
2nd Phone: (800)659-0312
Comprehensive Investment Planning
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
The vast wealth of data instantly available through an electronic medium like the Internet is truly making ours an information-based economy.
And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.
When it comes to making financial decisions, the information you can find through Internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.
That is what we do for our clients. And it is what we can do for you. We specialize in the following areas:
* Retirement planning - to design an investment strategy to help you meet all of your retirement goals
* Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
* Pension & 401(k) Rollover Planning & Account Management
* Mutual Funds & Tax-Deferred Annuities
* Term, Whole and Variable Life Insurance & Estate Planning
* College Planning-give your kids a good head start
If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email us.