Our Goal is to Grow and Preserve Your Wealth for all of your investment and insurance needs.

We are a full-service insurance and financial firm committed to helping people pursue their financial goals. We offer a wide range of products and services to individuals and business owners. 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation. We can provide you with the highest quality information, services, and products to help you pursue your goals.We can help you with:

Investment Planning: 

Brokerage Services - Mutual Funds - Annuities - Alternative Investments 

Employee Benefits: 

Health Insurance - Retirement Plans - Life & Disability Insurance 

Individual Insurance: 

Life & Health - Disability - Long Term Care 

Our Locations: 

105 S. Maple St., Effingham, IL 62401 

Phone: (217) 347-9697 

800 Noleman St., Centralia, IL 62801

Phone: (217) 347-9697 

15450 S. Outer 40 Rd #250, Chesterfield, MO 63017 

Phone: (877) 347-9697 

Our Role as a Fiduciary