Your trust. Our expertise.
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.
Wealth Management, Tailored To You
Our Clients
We maintain strategic expertise across a broad range of investor profiles
Entrepreneurs & Executives
Portfolio and risk management
Employer-sponsored retirement plan design assistance
Goal-Oriented Professionals
Wealth-building education
Investing recommendations and management
Financial goal planning
Pre-Retirees & Retirees
Retirement planning
Tax-efficient distribution strategies
Estate planning
Our Team
Joshua Chamblin, MBA
Financial Advisor
(217) 991-8850
Shannon Hubbard
Financial Advisor
Anita Reed
Office Manager
(217) 991-8850
Track your results and stay in touch.
We believe in accessibility and transparency. Track your progress via periodic review meetings and view your accounts online. We have invested in industry-leading technology to make staying in-touch easy and convenient. Text messaging and videoconference capabilities are available in addition to meeting in our offices.
Our Services
When was the last time you sat down and had a frank conversation about your investments?
Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."