Broker Check

Together We Can Do More

We'll help you pursue your financial goals so you can focus on what matters most.

Let's Talk

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Learn more

Estate

With over 100 years' collective experience, we'll help preserve your legacy for future generations.

Learn more

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Learn more

Small Business

Let us help you make sure your business is poised for growth.

Learn more

Lifestyle

Strike the perfect balance between work and leisure.

Learn more
See All Services

Explore Resources

We offer a full range of investment and financial services and have access to a wide array of strategies.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More
Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
Learn More

Meet Our Team

John Forbes, ABFP, AAMS

John Forbes

President / LPL Registered Principal

(618) 529-1940

Nancy Lindsey

Nancy Lindsey

Vice President of Operations

(618) 529-1940

Miranda Stapel

Miranda Stapel

Director of Hospitality

(618) 529-1940

Emma Hanks

Director of First Impressions

(618) 529-1940

Let's Talk.
Take the First Step.

Thank you!
Oops!
Person on Computer

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
Thank you! Oops!