FINANCIAL PLANNING
Investments are only a small part of your full financial picture. We offer multiple distinctive levels of planning and services, which may include:
Investment Management
Our approach to investing combines the latest institutional research with our years of experience managing each client’s individual situation.
Our asset allocation process attempts to add value over a long-term period. We do not pay attention to short-term moves, as we are more concerned with your long-term picture. We diversify broadly across asset classes. We include traditional asset classes as well as non-traditional. We look to reduce costs whenever we can and we always pay attention to taxes, when applicable.
For a complimentary consultation and discussion, call us at 309-272-2500 or by email Robert.Knapp@lpl.com