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.
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 Southeast National 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.