Village at the Crossing
3121 Village Office Place
Champaign, IL 61822
(217) 766-9288
Click here to e-mail Scott
PROJECT-BASED FINANCIAL PLAN
When dealing with you and your family's finances, it's important you trust those advising you. We have chosen to operate as an independent financial advisory firm unaffiliated with a large Wall Street brokerage for these reasons:
- Goal-Setting
- Retirement Planning
- Education Planning
- Insurance and Personal Risk Management
- Estate Planning
- Tax Planning
- Optimizing Employee Benefits
An hourly fee provides the same in-depth evaluation of your finances as our Comprehensive Plan, but we focus our attention to the project of your choice based on your individual requirements.