Successful planning for the Fulton County area!
Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future in the areas of:
- Asset allocation
- Retirement strategies
- What should I do with my old 401k?
- Should I get a Roth IRA?
- College Planning and 529 Plans
- Investment management
- Term life insurance
- Risk management
- Estate and legacy planning
- What do I do if I get hurt at work?
- Am I covered by my employer benefits?
- What should I do if a loved one dies?
- Tax-efficient strategies for retirement
- Preparing for RMDs
- Disability Insurance
Serving the Canton, Havana, Lewistown, and Farmington areas.
This is us!
We have three children, Elijah, Ellyana, and Elise who all attend Canton community schools. We are members of the Evangelical Free Church of Canton where I am both a serving elder of the church and also play guitar for the worship team about once per month. In addition, we have always loved being a part of our small group community and gather with other couples on a weekly basis as we strive to encourage one another.
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Location
Canton Office
- Phone:
- 309-224-5151
Hours
Monday: 9 a.m. – 5 p.m.
Tuesday: 9 a.m. – 5 p.m.
Wednesday: 9 a.m. – 5 p.m.
Thursday: 9 a.m. – 5 p.m.
Friday: 9 a.m. – 5 p.m.
*Or by appointment
Address
24 East Elm
Canton, IL 61520