Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Horizon Clarity

Office: 309 481-0123

Mobile: 309 472-1164

89 Eastgate Drive
Washington, IL 61571

Long-term investors should look beyond stock market volatility.  Learn more from this article from Ivy Investments regarding the cost of missing the market.

<p>Qualified Charitable Distributions:</p>

Qualified Charitable Distributions:

Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
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It begins with a plan&#160; &#160;

It begins with a plan   

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
WealthLink&#160;

WealthLink 

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.

Learn about the WealthLink

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

<p>Elder Care</p>

Elder Care

They may not admit it, but as your parents age they might need your financial help.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect. 

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