No matter where you are with your long-term financial goals, our team is committed to serving you at the highest level of service for your long-term financial success. To help keep your plans on the right track, we offer:
We will create a personal investment policy statement, select a diversified Asset Allocation, and provide a full spectrum of low-cost and proven performance investment options.
We can share our direct account relationships with Vanguard, Fidelity, T Rowe Price, DFA, and many other no-load Fund providers who offer actively managed Funds, as well as passive Index Funds.
Our first-rate performance calculation program allows both the portfolio manager and client to monitor the investment performance results and make needed changes in a timely fashion.
Clients have daily direct access to their account balance via the Internet, in addition to statements mailed monthly, quarterly, semi-annually, or annually.
Take advantage of our free consultations.
To get started, stop in or call our Retirement Services Team at (309) 743-1202.
*Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.