What sort of things do you help clients with?

With our team practice we help people with lots of important questions. Here is a top 10 list of the most common questions our clients ask us:

1. How can I protect against outliving my money

2. When can I draw on Social Security?

3. How do Medicare and healthcare costs factor into my retirement budget?

4. What are some conservative alternatives to low interest rate investments?

5. Should I pay off my mortgage?

6. Should I change my asset allocation in retirement?

7. How will taxes affect my retirement?

8. How will I pay for extended care if needed?

9. How can I leave a legacy for my family and organizations I care about?

10. Will inflation affect my retirement?

If any of these or other questions are keeping you up at night, let's connect and help you find financial clarity

Offices in Champaign and Crescent City

Ready to see if we can help?

Contact one of our offices today to start the process.

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Champaign Office



M – F: 9 a.m. – 5 p.m.