facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Stop Worrying About Your Money. Reach Out Today.

Start Here

We specialize in assisting regular, everyday folks in Peoria Illinois and across the nation, to become more confident in their financial decision making. 


No Commissions

We won't win a luxury 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 fully transparent.

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.