Trisha Ibe
Financial Producer I
State(s) Licensed: IA, IL
Phone: 309-634-6307
Address:
4500 N Prospect Ave Suite 200
Peoria Heights, IL 61616
State(s) Licensed: IA, IL
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. As a financial advisor, my approach is centered on creating a comforting financial roadmap that addresses all of your unique needs.
I work with a great team specializing in:
- Retirement Planning
- Wealth Management
- Tax Efficiency
- Family Protection
- Income Protection
- Estate Planning
- Legacy Planning
- Charitable Giving
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- What are strategies for distribution in retirement?
- When can I retire?
- Should I have a ROTH IRA?
Tell me where you're at today. We'll navigate the intricacies together ensuring you feel secure and confident in your financial future.
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Location
Peoria Heights Office
- Phone:
- 309-634-6307
Hours
M – F: 9 a.m. – 5 p.m.