Tony Rummans
Experienced guidance for tax-efficient retirement, wealth transfers, and successful business owners.
State(s) Licensed: CA Insurance Lic. #4410416, FL, IA, IL, KS, MO, TN, WI
4500 North Prospect Road Suite 200
Peoria Heights, IL 61616
Experienced guidance for tax-efficient retirement, wealth transfers, and successful business owners.
State(s) Licensed: CA Insurance Lic. #4410416, 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. We help our clients grow their wealth, safeguard it against life's uncertainties, and spend it strategically by minimizing unnecessary tax burdens.
We don’t believe in “one-size-fits-all” solutions or offer generic recommendations. Our financial planning is uniquely tailored to the individual needs and circumstances of each individual client.
As a Thrivent Advisor, I put your best interests first—always. Whether you're preparing for retirement, managing an inheritance, or running a successful business, I bring clarity and tax-efficient strategies to every financial decision.
My approach goes far beyond basic investment advice. Through a series of structured meetings, I provide holistic well-rounded financial planning for lasting success:
- Cash Flow Planning – Optimize every dollar. Manage income, spending, and debt.
- Investment Management – Grow and protect your wealth with confidence based on your risk tolerance, time horizon and goals.
- Retirement Planning – Build a resilient, tax-efficient retirement strategy. Help provide the income you need and live the lifestyle you desire.
- Income Tax Planning - Reduce tax burdens and maximize after-tax wealth.
- College Education Planning – Prepare for the future with proven strategies.
- Employee Benefit Analysis - Unlock the full value of your workplace benefits.
- Social Security & Medicare Planning – Maximize benefits while minimizing taxes.
- Risk Management & Insurance – Safeguard your financial future from uncertainty. Safeguard your plans and financially protect you and your family from unexpected events.
- Estate & Legacy Planning – Identify ways to preserve and transfer wealth. These strategies can also help pay taxes and other costs that occur at death.
- Inheritance & Wealth Transfer – Preserve and grow your family’s legacy.
- Business Continuity Planning – Ensure your business thrives through any transition. Help facilitate estate planning, buy-sell agreements and the transfer of your business.
- Special Needs Planning – Provide an inheritance while preserving other benefits for children or family members with special needs, such as chronic illnesses or physical or cognitive disabilities.
- Goal Planning & Net Worth Tracking – Align your finances with your dreams.
Many of my clients come to me with questions like:
💬 "I have a large retirement account—how do I withdraw it without overpaying in taxes?"
💬 "How do I integrate my small business profits with my personal wealth planning?"
💬 "How can I protect an inheritance from unnecessary taxes?"
💬 "What’s the best way to invest inherited wealth?"
💬 "Are my investments tax-efficient or resilient to market downturns?"
💬 "When should I take Social Security, and how much will be taxed?"
💬 "I’ve never done financial planning—where do I even start?"
Ready to Take Control of Your Money?
Book a free 30-minute consultation to see how I can help you build a successful financial future.
Schedule Your Call Today
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Location
Peoria Heights Office
- Phone:
- 309-222-0731
Hours
M – F: 4 p.m. – 9 p.m.
Sat: 9 a.m. - 5 p.m.