Wealth Management Services in Quincy, IL
A Holistic Approach to Financial Planning
Our team is proud to offer financial services for individuals and families in Quincy, Illinois, and throughout the region. We take a comprehensive approach to wealth management—offering investment management, retirement planning, tax management strategies, and support for estate planning needs.
We are committed to supporting clients throughout each stage of their financial journey. This means we take the time to understand what you envision for your future and help you navigate a path to financial freedom that aligns with your values.
Our goal? Helping you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
While our Quincy team proudly serves clients in Illinois, we also offer financial planning services out of our Lake Ozark, Missouri, and Overland Park, KS, offices by appointment, extending our reach and expertise throughout the Midwest.
OUR FOCUS IS TO CONNECT YOUR MONEY WITH YOUR life.
Wealth Management
Financial Planning
Investment Management
The Simple Road Toward Financial Freedom
Author and Managing Partner, Wealth Advisor Mark Schlipman’s book, The Simple Road Toward Financial Freedom was co-authored by Steve Short and has a forward by Will Ferrell. This Amazon Best Seller in the comparative economics category is packed with actionable steps leading to wealth accumulation.
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Primary Service Areas:
Quincy, IL, Sunrise Beach, MO, Palmyra, MO, Mission Hills, KS, Overland Park, KS, Leawood, KS.
Disclosures:
Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.