We specialize in helping families across Champaign, Tuscola, and Decatur prepare for and enjoy retirement with confidence. While our roots are here in Central Illinois, we also serve clients from outside the area who want a retirement plan built around their personal goals and circumstances.

1. Pre-Retirees (3–5 Years From Retirement)

If retirement is right around the corner, the decisions you make now are critical. We’ll help you create a tax-efficient strategy, align your investments, and make informed choices about Social Security and Medicare — so you can retire on your terms.

2. Retirees

If you’re already retired, we’ll help you turn savings into steady income, manage taxes, and adjust your plan as life changes. The goal: give you confidence that your retirement will last as long as you do.

3. Families Planning Ahead

Retirement isn’t just about your income — it’s about your family and the legacy you leave. We help families protect what matters with wills, beneficiary planning, and healthcare guidance, so your wealth and wishes are carried out the right way.

Whether you’re in Central Illinois or beyond, our mission is the same: to tie together every part of your financial life — taxes, investments, Social Security, Medicare, and estate planning — into a retirement plan that truly reflects your life and circumstances.