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Wealth creation results from reliable and consistent returns over time. Preserving and growing your investments to meet your financial goals regardless of your life stage or market fluctuations requires a dynamically managed, diversified portfolio.
Whether your professional lifestyle leaves you with little time to manage your investment portfolio, or you’re retired or nearing retirement and are concerned about protecting the future, the professional investment advisors of Sikich Cozad can help you achieve your financial goals and objectives. Our priority is to keep you well informed with consistent, meaningful, and concise communications regarding your investments.
We offer a broad range of investment opportunities and financial services that can be tailored to meet your specific life situation.
- Customized Portfolio Management
As our managed asset client, your portfolio is customized according to your specific risk profile and personal investment preferences. The portfolio would include stocks from a diverse range of industries, bonds, and mutual funds.
Our approach to portfolio management is a multi-step process that begins by gathering important financial information about you, which is the basis for selecting the appropriate mix of investments. We use a “top-down,” diversified approach that includes assessments of the economy, how particular industries will fair, and which companies are positioned to achieve superior results.
- College Savings/529 Plans
- Retirement Plans
- 401K Rollovers
- Life Insurance Planning
- Long-term Care Insurance Planning
- Inheritance and Settlement Planning
Additionally, you will have direct access to Sikich professional resources including Certified Public Accountants, Certified Financial Planners, CPA/Accreditation in Business Valuation, and Tax specialists, who can assist you with expert, individualized services such as:
- Financial Planning
- Estate Planning
- Trustee Directed Estate Plans
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998 Corporate Blvd
Aurora, IL 60502-9102
Phone: 630-566-8400
Fax: 630-566-8401
1000 Churchill Road
Springfield, IL 62702
Phone: 217-793-3363
Fax: 217-793-3016
More Sikich locations
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