Published on June 27, 2014
Fundamental beliefs to be nancially responsible Life Happens ‐ someone else should be able to pick up your nancial life conveniently and carry ‐ on, if needed… Wealth Awareness ‐ Plan ahead, Fine tune your life’s Priori es… Footprint ‐ Leave behind the legacy of your choosing … John Rathbun, CFP ® Financial consultant since 1976 Cer ed Financial Planner Worked with families, businesses, & churches. Presented college, re rement, investment workshops for area businesses, manufacturing, schools and colleges. Counseled many baby ‐ boomers & their parents through re rement, estate, investment & inheritance planning. Bo Northup, CRC ® LUTCF Cer ed Re rement Counselor Financial consultant since 1984 Life Underwriters Training Council Fellow A trusted partner for clients during cri cal illnesses, such as Alzheimer’s & death. Been instrumental in developing the Dollars for Scholars college program for the Pekin Schools. Conducted thousands of client quarterly, semi ‐ annual, & annual reviews to iden fy changing goals & life priori es. Our partnership with our clients is based on the belief that …. Life is about much more than money! Our Professional Services: Financial Services Consul ng Investment, Insurance, Inheritance, College, Financial Planning, Re rement, Charitable, Company Re rement Plans Financial Planning Are You Ready? 10,000 baby ‐ boomers are calling it quits, every day ! Designing a blueprint requires planning ahead. Financial checklists to make certain that you reach your intended des na on! Wealth Integrity Solu ons For the Baby ‐ Boomers For the Parents of Boomers This a One ‐ of ‐ a ‐ Kind , Have You Organized? Are You Ready? Legacy preserved? Sensible Assets? Wisely covered? Client Support Services Team Members Darcy Wibstad Serving in the nancial industry since 2000 Jennifer Coleman Serving in the nancial industry since 2009 Plus access to our network of local professionals through the rela onships we have built in our 35+ years of client driven service! All of your trusted advisors working toward one common goal...You! Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC Investment Advisor Represent ative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Graf & Company are not affiliated.