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
As a Financial Advisor, my focus is on educating clients to gain clarity and control over their money. I support them in growing their wealth, protecting it from life’s challenges, and when it’s time to spend it, I help ensure they do so in a way that reduces unnecessary tax burdens, maximizing the value of their savings.
I do not offer “cookie cutter” financial advice or push financial products.
Every financial plan is created and tailored to meet the unique needs and circumstances of each individual client, delivered through state-of-the-art, interactive software that brings their personalized strategy to life.
I provide each client with comprehensive financial planning, which goes far beyond simple investment advice. Through a structured series of meetings, I guide them in evaluating and planning for every aspect of their life that involves money, ensuring a holistic approach to their financial well-being.
- 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.