Since 2012, we have been assisting folks both in the Peoria area, and around the nation, conquer their financial worries. Whether you want to lower your tax bill, make sure you're on track to retire on your terms, invest your money more efficiently, create a Social Security plan, or have questions about Medicare, we can probably help.
If you'd like to know more about hiring RP Zeigler Investment Services, Inc., then we encourage you to schedule a quick, no cost, no obligation 15-minute phone call with us. When the call is over, you'll know the following:
- Our investment management process.
- Our financial planning process.
- Our risk management process.
- Our firm's ongoing communication plan for you, should you decide to hire us.
- How much it will cost to work with us.
- Who our typical client is.
- Whether or not we are a good fit to work together.