Business Details
We have dedicated the past 35 years to guiding clients toward a confident and carefree retirement through comprehensive financial planning. Our team of experienced professionals, including CPAs, CFPs, and Enrolled Agents, specializes in creating individualized strategies that address each client's unique situation. We believe every client deserves peace of mind knowing they will have financial freedom in retirement, and we commit to being a dependable advisor through every step of that journey. Our proven three-step process helps you dream your ideal retirement, design a personalized plan, and live the retirement you envision. We combine deep expertise in investment management, tax planning, and accounting to deliver holistic solutions that protect and grow your wealth. Our advisors hold prestigious credentials such as CPA, CFP, ChFC, and EA, ensuring that our guidance meets the highest professional standards.
We prioritize transparency and education, empowering clients with tools like our Retirement Calculator and secure client vault for document management. Our commitment to client satisfaction is reflected in our personalized approach, where we explore all available choices to fit your individual strategy. We operate with a fiduciary mindset, offering advisory services through Creative Financial Designs, Inc., and securities through cfd Investments, Inc. Our Peoria, Illinois office serves clients with a full suite of financial services, including investment management, tax preparation, and estate planning. We go with you wherever the road of life takes you, adjusting your plan as needed to keep you on track toward your goals. Choose us for a partnership built on decades of experience, specialized expertise, and an unwavering dedication to your financial well-being.
We prioritize transparency and education, empowering clients with tools like our Retirement Calculator and secure client vault for document management. Our commitment to client satisfaction is reflected in our personalized approach, where we explore all available choices to fit your individual strategy. We operate with a fiduciary mindset, offering advisory services through Creative Financial Designs, Inc., and securities through cfd Investments, Inc. Our Peoria, Illinois office serves clients with a full suite of financial services, including investment management, tax preparation, and estate planning. We go with you wherever the road of life takes you, adjusting your plan as needed to keep you on track toward your goals. Choose us for a partnership built on decades of experience, specialized expertise, and an unwavering dedication to your financial well-being.
Highlights and features
- We have devoted 35 years to retirement planning expertise.
- Our team includes CPA, CFP, ChFC, and EA credentials.
- We use a proven three-step Dream, Design, Live process.
- Our secure client vault powered by RightCapital ensures document safety.
- We offer advisory services through a registered investment adviser.
Services
Retirement Planning
Our retirement planning service guides clients through a proven three-step Dream, Design, Live process to create personalized income strategies for a confident retirement. We leverage 35 years of experience and tools like the Retirement Calculator to address individual goals and risk tolerance. Clients gain peace of mind knowing their financial freedom is secured through ongoing plan adjustments.
Investment Management
Our investment management service builds customized portfolios aligned with each client's risk profile and long-term objectives using comprehensive investor questionnaires. We provide access to institutional-grade investment platforms and ongoing portfolio monitoring to adapt to market changes. Clients benefit from transparent, fiduciary-focused guidance that prioritizes their financial growth and security.
Tax Planning
Our tax planning service combines CPA and Enrolled Agent expertise to develop year-round strategies that minimize tax liability for individuals and businesses. We prepare accurate returns, navigate complex regulations, and advise on implications of legislative changes like minimum wage increases. Clients achieve compliance confidence and optimized savings through proactive, personalized tax management.
Accounting & QuickBooks
Our accounting and QuickBooks service delivers precise bookkeeping, financial statement preparation, and software optimization for small businesses and individuals. We ensure accurate record-keeping, timely reporting, and compliance with current standards to support informed decision-making. Clients gain financial clarity and operational efficiency through our hands-on, technology-driven approach.
Estate & Insurance Planning
Our estate and insurance planning service helps clients protect assets and provide for heirs through customized trust, will, and life insurance strategies. We collaborate with legal and tax professionals to ensure seamless wealth transfer and risk mitigation. Clients secure their legacy and gain confidence that their loved ones are financially protected.
