Connecting Finance and Faith in Central Illinois
Greetings!
As a Holistic Financial Professional, my goal is to provide value by helping you achieve a sense of reassurance and financial clarity on ways to be wise stewards with the resources God has entrusted you with. I am passionate about exploring ways to not only see individuals make more money, but rather, to do more with the money they have. I specialize in helping people be more secure in the following areas:
· Retirement Planning and Income Analysis
· Educational Planning
· Protecting loved ones against the impact of a long-term care need, death, and disability
· Tax-Efficient Financial Strategies
· Charitable Planning and Giving Strategies
· Small Business Solutions
If you would like to learn more about how I work with individuals, please contact my office or utilize the link below to schedule an appointment.
Clarity for where you are today. Confidence for where you go tomorrow.
We combine financial expertise with purpose-based planning to help you with where you are today and where you want to be tomorrow. We know your goal isn’t just about a number, so we take time to truly understand you (and what motivates you) so we can help you make the most of your finances. Wherever you’re starting from.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Bloomington Office
- Phone:
- 309-664-7770
- Mobile:
- 309-212-2399