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

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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.

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Tax Strategy

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

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Estate

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

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High-Net-Worth

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

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Small Business

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

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Lifestyle

Strike the perfect balance between work and leisure.

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Explore Resources

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

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
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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

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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.
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