Find a Financial Advisor in Quincy
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 investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
From Tax Efficiency to Retirement: Financial Planning for Small Business Owners
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency, retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.
10 Tax Planning Tips That Could Reduce Your Taxes
Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades – not just hope to do better than last year’s income tax return.
From your personal healthcare and retirement plans to working within changes to the tax code, you’ll find tax planning opportunities that are easy to miss, but could save you thousands.
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.