OUR SERVICES

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

Monitor portfolio

Rebalance and re-allocation as determined

Monthly reporting

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

Debt Management

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

Charitable Planning

Wealth Transfer Assessment

Beneficiary Review

Trust/Will Review

Succession Planning

Fees for planning services are based on the amount of time required and the net worth and complexity of the account.



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This communication strictly intended for individuals residing in the states of AR,AZ,CA,CT,FL,GA,HI,IA,IL,IN,KY,MO,NC,NM,OH,OR,TX,UT,VA,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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