Tony Rummans
State(s) Licensed: FL, IA, IL, KS, MO, TN, WI
4500 North Prospect Road Suite 200
Peoria Heights, IL 61616
State(s) Licensed: FL, IA, IL, KS, MO, TN, WI
Personalized Financial Planning, Tailored Specifically for You
At the Lakehurst Financial Group, we specialize in comprehensive financial planning and wealth management, delivering exceptional service and a highly personalized client experience. With expertise and precision, we guide clients toward achieving their financial goals and financial clarity, even during volatile markets.
As Financial Advisors, we empower clients to take control of their financial lives with confidence and clarity. Our goal is to help our clients grow their wealth, safeguard it against life's uncertainties, and spend it strategically minimizing unnecessary tax burdens to maximize the value of their savings.
We don’t believe in “one-size-fits-all” solutions or promoting generic financial products.
Each financial plan is uniquely tailored to the individual needs and circumstances of our clients. Using cutting-edge, interactive software, we bring personalized strategies to life.
Our approach goes far beyond basic investment advice. Through a series of structured meetings, we provide comprehensive financial planning. A holistic well-rounded strategy for lasting success:
- Cashflow Planning, Budgeting, & Debt Management
- Investment Management & Retirement Planning
- College Education Planning
- Employee Benefit Analysis
- Social Security & Medicare
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
- Inheritance & Wealth Transfer
- Business Continuity Planning
- Special Needs Planning
- Goal Planning & Net Worth Tracking
If you are looking for someone dependable to walk with you step by step on your road to financial success, give me a call and I would be honored to meet with you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Peoria Heights Office
- Phone:
- 309-222-0731
Hours
M – F: 4 p.m. – 9 p.m.
Sat: 9 a.m. - 5 p.m.