George Longfellow
RICP®, CLTC®, BFA™, CEPA
State(s) Licensed: FL, IL, IN, MS
2102 Windsor Place Suite 2
Champaign, IL 61820
State(s) Licensed: FL, IL, IN, MS
What sort of things do you help clients with?
With out team practice we help people with lots of important questions. Here is a 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
Ready to see if we can help?
We've created a process that allows you to determine if we would be a good fit
Step 1 – Get to Know You - You do not need to bring anything to our first meeting – the goal of this meeting is to ensure we understand your financial goals and concerns, and you understand who we are and how we work with our clients. This is conducted either Zoom call or in-person at my Champaign or Crescent City office
Step 2 – Discovery Meeting – My goal is to understand your financial position today. I would never want to give recommendations, unless I know where you are starting from. To help with this, I will provide you a checklist of documents to bring with you to be efficient of your time
Step 3 – Analysis – This is where, I believe, being part of the East Central Illinois Group starts to really set us apart. With our team we review and dive deep into the information to help answer some important questions
- Is your retirement on track?
- How should your portfolio be managed as you near retirement?
- Have you addressed tax treatment of your assets?
- How to handle pensions and when to start Social Security?
- How much can you safely withdraw monthly?
- What things can throw off the plan and can we protect against any of them?
Step 4 – Implementation –During this meeting, we will review the solutions we have for the questions listed above and we will lay out a path forward to allow you to decide how our relationship looks moving forward. We find that meeting at least annually to review after we go through the initial process is as important as the process we start with, so we plan to see you at least once a year to stay current with you
Ready to Get Started?
I have made it easy to get started in this journey together. Use the link below
Areas served
With the new technology of 2020, we are able to work with families in a much broader area, but we focus locally in the communities of Champaign, Urbana, Mahomet, Savoy, St Joseph, Rantoul, Tolono, Paxton, Hoopeston, Watseka, Tuscola, Arcola, Crescent City, Mattoon and Charleston in the great state of Illinois
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Locations
East Central Illinois Group
- Phone:
- 217-819-4646
- Fax:
- 877-694-1555
- Mobile:
- 217-215-4119
Hours
M – F: 8:30 a.m. – 5 p.m.
Schedule an appointment
http://bit.ly/ThriventGeorgeLappt