Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money.
Some of the things we do are:
- Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes.
- Coordinate your assets with your goals.
- Counsel and guide you in making the best decisions for your unique situation.
- Consult with your accountant and financial advisor to make it all fit together.
- Understand how financial tools such as life insurance, annuities or IRA‘s impact your legal wishes.
- Help maximize Medicaid or VA benefits for long-term care.
Find out more about effective planning across the lifespan by attending our free workshop, Aging With Confidence: 9 Keys to Wise Planning and Peace of Mind. Call us at 217-726-9200 to RSVP today. (Get the dates here.). If you already know that we’re a good fit and you want to get started with your planning right away, just give us a call to set up your Initial Meeting.