Broker Check

Robinson Office

501 East Main
Robinson, IL 62454

Our Process

Financial planning involves creating a roadmap to help you reach your financial goals. This process involves: 

  • Spending time getting to know you and understanding your goals
  • Gathering information about your current situation.  This includes assets, liabilities, cash flow, insurance, estate concerns, etc. 
  • Analyzing and evaluating your current financial situation and how it aligns with your goals
  • Developing and presenting recommendations designed specifically to help you achieve your desired outcomes with the least amount of risk necessary
  • Assisting you with the implementation of the steps recommendations
  • Ongoing monitoring and reviewing your situation and making adjustments, as needed, to stay on course