Personal Financial Consulting

Why wait? A solid, personal financial plan can help you prepare for tomorrow and make better decisions today. Let our friendly, local team help you plan for and reach a successful financial future, by:

Developing specific financial goals.

We will assist you in drafting an Investment Policy Statement (IPS) that can serve as a financial road map to your college funding, wealth building and retirement goals.

Conducting a portfolio evaluation.

We will provide a free evaluation of your current investment portfolio to determine if the portfolio meets your risk tolerance, time horizon, and your growth/income goals. 

Presenting recommendations.

We will provide written recommendations of suitable investments in line with your Investment Policy Statement. We will use the IPS as your blueprint to a better financial future. 

Start a New Partnership Today!

To get started, stop in or call our Personal Financial Consultants at (309) 743-1202.

PLEASE NOTE: Investment products provided by SENB Bank – Wealth Management are not FDIC insured/Are not obligations of, deposits of, or guaranteed by any financial institution/Involve investment risk, including the possible loss of principal amount invested/are not insured by any federal government agency.

In honor of Memorial Day, all offices will be closed on Monday, May 27, 2019. We will reopen with regular hours on Tuesday, May 28, 2019