Money means something different to all of us. What colors our attitudes toward it or what we want from it is a highly selective thing.
That's why, at The Financial Center, Inc. of Illinois (TFC), we make it our priority to get to know clients personally. Not only do we want to provide clients with the most complete course of action possible, but we also enjoy working with them step by step of the way.
Once we complete the initial process of setting up client investments, it doesn't end there. We'll monitor the progress client accounts is making, and meet regularly to make sure the investments reflect clients' current life circumstances. It is rewarding to discuss, research, modify, implement and monitor components of client financial plans.
Because we work so closely with clients, we tend to think of our clients as our friends. Thus, don't be surprised if you ever get a phone call from us just to say "hi."
We have some new information we would like to share regarding Long-term Care. This information does not apply to all of our clients, but we want to make it easily accessible for those who have an interest. Please feel free to click here for some timely information about long-term care insurance. If you have any questions, please call us at (815) 692-6615.
Below is a listing which outlines in part many of the ways we can help our clients:
Our Investment Services
New Investment Advisory Account
Review personal and/or family needs, goals, and beliefs
Determine time horizons, risk tolerance, and asset allocation
Construct customized portfolio
Establish investment policy
Provide investment selection
Create portfolio with management options with access to institutional-quality, load-waived options, ETFs, individual stocks and bonds, and alternative investment products
Rebalance and re-allocation as determined
Periodic portfolio review meeting
Online account access if desired
Review of Existing Portfolio
Cost Basis Analysis
Asset Allocation Assistance
Cash Flow Review
Second Opinion Evaluation
Our Planning Services
Retirement Planning Services
Retirement Income Analysis
Account Review: 401(k)/403(b)/IRA/Roth
Employee Benefits Review
529 Plan Consulting
Qualified Beneficiary Planning
Risk Management/Insurance Services
Insurance Needs Analysis
Insurance Policy Review
Long-term Care Review
Estate & Business Planning
Estate Tax Analysis
Comprehensive Financial Plan
Wealth Transfer Assessment
Fees for planning services are based on the amount of time required and the net worth and complexity of the account.