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Julie Brangenberg, CFP®
Patrick Hurley, CFP®

120 West Pearl Street
Jerseyville, IL 62052

618-639-9831

Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

OUR MISSION:  “Through comprehensive planning and our
proactive investment process, we help reduce financial stress,
creating a more enjoyable life for our clients.”

 



UNPARALLELED SERVICE

Can you imagine navigating the ocean without a map or marine radar?  Why would you try to map out your retirement without a wealth plan?  Our Enhanced Planning Services and Proactive Investment Process will guide you from where you are today to where you want to be in the future.  We will review your current financial position, help you envision your ideal retirement, and then map out a plan to help you pursue your vision.  Take a look at what we offer:

  • Portfolio Management
  • Wealth Planning
  • Risk Management
  • Proactive and Courteous Service



Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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