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Financial Planning Services

 

A financial plan provides the "roadmap" that can help you realize your financial and personal goals and reduce the chance of outliving your financial resources. We start by conducting a comprehensive profile. By adding risk tolerance tools, we suggest target asset mixes appropriate for your situation.
 
The results enable you to see your current financial picture, then provide you with probabilities, tax scenarios and advice on how to manage expenses, save for your future and work toward your goals. The financial plan becomes your case for action to take steps to build your wealth...and live your dreams.
 

A Trusted and Experienced Advisor.

Our financial planner is a Certified Financial PlannerTM - the designation upheld as the standard of excellence for comprehensive personal financial planning. Through a series of inquiries and information gathering, we design the blueprint for your financial and life planning. By using goal-based planning, we develop approaches for dealing with the transitions and goals you have identified both near and longer term. We work with you to plan for the expected and the unexpected. We provide strategies for preserving your wealth.
 

No matter what stage of life you are in, it starts with a Financial Plan.

Having a Financial Plan helps you feel more confident and prepared for the future - whether you are nearing retirement or just starting to save - it starts with a Financial Plan.
 
Your personalized Financial Plan becomes the foundation from which you implement your investment, insurance, education and other strategies. Using sophisticated analytical tools, we construct alternative scenarios that enable you to better make informed decisions about pre retirement and retirement needs and goals. Financial Planning is a process, a continuum throughout a lifetime. As your needs and life circumstances change, Financial Plans are designed to be flexible. We can work with you to refine your plan as your life changes to assure you are well equipped with the right information when making decisions that can affect your financial resources.

 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Quad City Investment Advisors, a Registered Investment Advisor and separate entity from LPL Financial. Quad City Bank & Trust is not affiliated with LPL Financial.