Financial Planning Financial Planners locations near Arcola, IL

Showing 1–8 of 8 results

This page indexes 8 financial planning financial planners listings for Arcola, IL, covering 4 ZIP codes. Details on this page were last refreshed Aug 2026.

Boyer & Sappenfield Investment Advisors

Retirement Planning Consultants & Services

📍 102 E Main St, Arcola, IL, 61910

📞 217-268-3216

🌐 www.boyersappenfield.com

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.

Kettleson Financial Services, LLC

Financial Planning & Financial Planners

📍 1104 Lake Land Blvd, Mattoon, IL, 61938

📞 217-317-1634

Welcome to Kettleson Financial Services , LLC! Our philosophy is simple: Take care of our clients. There are great opportunities to improve the client experience within the financial services industry... Lack of transparency, undisclosed conflicts of interest, hidden fees, and lack of communication have made it difficult for individuals to understand the role of an investment professional, let alone the complexities of their financial picture. Kettleson Financial was established to provide solutions to these challenges: ♦ By collecting no commissions, rewards or incentives from any company in exchange for recommending an investment or strategy to a client, I can ensure clients that the advice they receive will be based on no one else's needs but their own. ♦ Before a client engagement begins, all fees applicable to investment management are provided, in writing, in easily understood language. If the fee structure does not make sense for a particular family or situation, I will be the first to tell the prospective client and will take the time to discuss alternatives. ♦ Conflicts of interest are sometimes unavoidable in business. However, disclosing conflicts of interest whenever they occur is easily done and a requirement of Kettleson Financial Services, LLC before and throughout a client relationship. ♦ Clients are kept up to date on their entire financial picture on a regular basis through emails, phone calls and face-to-face meetings. Interactive web based technology is also provided to KFS clients, at no charge, that allows them to view all of their financial holdings, regardless of where they are located (ie banks, brokerage firms, insurance companies, etc.). All of this, done in the spirit of delivering an outstanding customer experience, makes for a unique way of engaging a financial professional. And, by working with a small group of families, I refer to my clients by name, not by account number.