Boyer and Sappenfield specialize in Retirement Planning, Retirement Income Planning, and are experts in Required Minimum Distributions. While no two clients are alike, Lisa & Stan specializes in servicing clients whose approach to life- and their finances - reflects her mission statement. We specialize in people who: Care for family, community, and something other than self Are fun/positive people Are looking for a trusting relationship with a financial professional Have $225,000 (+) in Investable Assets OR Are committed to investing 7% of income per year Enjoy the simplicity of having all their assets in one place Value our opinions and our advice Aren't influenced by financial media Are willing to cooperate in a timely manner to correspondence from us and and our staff Are eager to refer us to people who also fit this profile If working with a local professional who is committed to client service and developing long-term relationships sounds like what you're looking for in a financial advisor, take a step in the right direction and call Lisa & Stan today at 268-3216. There is never any charge for an initial consultation. When you work with Lisa & Stan Boyer, you've chosen investment professionals who are dedicated to serving Central Illinois. Their qualifications, listed below, speak for themselves.

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