Village at the Crossing
3121 Village Office Place
Champaign, IL 61822
(217) 766-9288
Click here to e-mail Scott
WHAT WE DO
Fee-Only Advice
As a fee-only firm, Cline Financial Concepts does not accept commissions and incentives, and does not sell proprietary products. in fact, we do not sell any products; we only sell our advice. This minimizes conflict of interest for our firm.
Building A Partnership To Last A Lifetime.
Partner with Cline Financial Concepts and you enter a relationship of trust and integrity that is meant for the long term. You'll find we are there for you whenever you need us, and we encourage your calls with questions and concerns.
Your Facilitator - Managing All Aspects Of Your Financial Affairs
We work with you to coordinate all phases of your financial life. In our role as Facilitator we explain every action taken in simple, easy-to-understand language—so you can easily explain what is going on to any one who needs to know. When you need to consult with other professionals, we will be happy to go with you to meetings with your attorney, CPA or other professionals to be sure you understand the actions taken. If you do not have a relationship with an attorney or CPA and require their services, we will be happy to refer you to qualified professionals.
Transparency - It Is Central To Gaining Your Trust
All our actions and fees are fully explained. You know at all times where you stand and what is being done on your behalf. You receive monthly statements from our custodian (the holder of your investments) and periodic reports from Cline Financial Concepts describing actions taken and why. You will always know what you are getting and how much you are paying.
Your Fiduciary - We Act Only In Your Best Interest
You'll find we do not just make a plan. We act as your fiduciary and take legal responsibility that the advice we offer and actions we take on your behalf are placing your interest firsts—about our own interests. You can be assured that we act only with your goals in mind and offer advice intended to help you reach your objectives.
Full disclosure and transparency are critical to our relationship with you.