DOWNLOAD APP:

Investment Strategists at Better Banks

you.

your life.

your dreams.

An investment team built for

What we do and how we do it.

What we do.

Investment Management

Puzzle Piece Icon

Retirement Planning

Pie Chart Icon

Trust & Estate Planning

Pencil paper Icon

College Planning

Grad Cap Icon

WealthVision

Eye Icon

Help with Investment Management

Many choices. One unique portfolio

Building a diversified investment portfolio can be a complex process. From a solid mix of traditional options to a more complex blend of managed or alternative investments, there are plenty of choices when it comes to building a custom portfolio. But there’s only one you.

Our advisors recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives. And those recommendations are powered by the expertise of our industry-leading research.

 

Schedule an Appointment

Help with Retirement

Your goal, simply stated, is to build up enough assets to provide adequate income to meet your needs through retirement. Whether you’re still early in your career or just a few years away from retirement, we have the resources to plan for the retirement lifestyle you want.

We offer a comprehensive range of retirement planning services, for individuals as well as businesses seeking to provide savings vehicles for their hardworking employees. We offer savings options that permit both tax-deductible contributions and tax-deferred earnings, as well as a dedicated and knowledgeable staff to help with planning.

 

Contact Us

Help with Trust & Estate Planning

Your legacy, thoughtfully planned and preserved

Building an estate is one thing. Protecting it so it can meet your needs and be passed onto your heirs is quite another. Your Investment Strategist advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

 

Help with Planning for College

What to consider before selecting a plan:

  • What are the tax benefits?
  • Who controld the funds?
  • How much risk is involved?
  • Are there contribution limits that may hinder your ability to meet savings goals?
  • Are large contributions subject to gift taxes?
  • What investment options are available?

Manage it all from one Dashboard

The financial planning experience progresses through four stages:

  • Discovery – To create a clear financial picture
  • Planning – To analyze your goals and resources
  • Solutions – To develop strategies and prioritize actions
  • Monitoring – To update your financial picture and revise the plan

With WealthVisionSM, managing your financial life just got easier. Better organized. Accessible. Up-to-date. Adaptable to your changing needs and emerging priorities.

 

Contact Us

 

Investment Strategists at Better Banks
10225 N. Knoxville Avenue
Peoria, IL 61615

Phone: 309.685.9595