Working as a team, we get to know our clients and find out what's truly important to them. We develop a personal action plan to help achieve their objectives. Most importantly, we work and stay in touch with them until their goals are achieved. We have a combined 35 years of industry experience. We are both CERTIFIED FINANCIAL PLANNER PROFESSIONALs.
The CFP designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as required adherence to the CFP Board's Standards of Professional Conduct, which are rigorously enforced. As CFP professionals, we are required to uphold our certification through continuing education.
The CFP designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as required adherence to the CFP Board's Standards of Professional Conduct, which are rigorously enforced. As CFP professionals, we are required to uphold our certification through continuing education.
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I am a lifelong resident of Galesburg. My wife Laurie and I have been married 24 years, and have two sons Connor (19) and Grant (16). I am currently President of the Galesburug Athletic Booster Club and secretary of the Knox County YMCA Board. I'm a Past President and current member of the Rotary Club of Galesburg.
My husband, David, and I have been married for 29 years. We have 2 sons, Luke (26) and Christopher (23). I have been a member of the Galva Chapter of Beta Sigma Phi for 28 years and have co-chaired their annual Craft Show for almost 20 years. I'm a past president of the Kewanee Rotary Club and a current member of the Rotary Club of Galesburg.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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