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Stop Worrying About Your Money. Reach Out Today.

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Our vision is that every Peoria area household can have access to financial information they can understand and use to plan for their own financial future.  We specialize in helping regular, everyday folks get ready for retirement, and live a happy, comfortable life after they retire.   


No Commissions

We won't win a lavish vacation for selling you an annuity or an expensive mutual fund.

Fee-Only 

We don't accept kickbacks, or under the table payment arrangements. Our costs are always transparent, and easily discoverable.

CFP® Professional

Nearly 70% of "Financial Advisors" are not CERTIFIED FINANCIAL PLANNERS ™. You deserve the best. You deserve a CFP ® Pro.


Free Guide

The 4 Pitfalls Of Owning Actively Managed Domestic Stock Mutual Funds. 


Affiliated Member Institutions



Rest easy knowing that your money is safely held with an established financial institution you can trust.