Trisha Ibe
State(s) Licensed: IA, IL
4500 N Prospect Ave Suite 200
Peoria Heights, IL 61616
State(s) Licensed: IA, IL
Personalized Financial Guidance Rooted in Purpose and Possiblity
At Lakehurst Financial Group, I offer financial guidance and investment strategies that are as unique as the people I serve. Whether you're just getting started, growing your wealth, or navigating life's transitions, my approach is always personal, not preset.
I believe every client is a puzzle -- not a one-size-fits-all, but made up of unique pieces, goals, values, and challenges. My job is to help you put those pieces together, bringing clarity, confidence, and direction to your financial life.
As a Thrivent financial professional, I combine personalized financial guidance with a values-based approach. Thrivent is a not-for-profit financial services organization, which means we're mission-driven -- focused on helping people be wise with money and live generously. I was drawn to Thrivent because it reflects how I want to serve: through relationship and long-term commitment to your success and well-being.
My approach with clients goes beyond their investment portfolio. Through intentional conversations and thoughtful strategies, I help you organize your finances, optimize every opportunity, and plan with purpose.
Questions I Help Answer:
"I want to invest, but where do I even start?'
"What can I do with an old 401k?"
"How can I protect my family if something were to happen to me?"
"When can I retire?"
"What does my retirement income distribution plan look like?"
"How can I be more strategic with my money?"
Interested in working together?
Book a free 30-minute consultation to see how I can help.
Schedule Your Call Today
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Location
Peoria Heights Office
- Phone:
- 309-634-6307