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Investment Planners - Cashman Financial Planning

420 Maine St.
Quincy, IL 62301
Phone:
  • 217-228-4433

Our Unique Qualifications

Our unique qualifications allow us to provide exceptional financial services to business and professional practice owners, other professionals and self-employed individuals. Click below to find out more about our qualifications.

Our Unique Qualifications

Invest Intelligently

Investing intelligently means knowing how to optimize income and returns given your unique circumstances and needs. It means investing in a specific way that will allow you to obtain the future you envision. Click below to find out more about our investment philosophy.

Invest Intelligently

Our Mission

Our mission is to turn your hard work into long-term financial security. To achieve our mission, we provide customized, comprehensive financial services that enrich our clients' lives. Click below to learn more about our mission.

Our Mission

PLAN WISELY, INVEST INTELLIGENTLY... LIVE FULLY

 

Welcome to Cashman Financial Planning, Offering investments through Investment Planners, Inc.  

 

We are uniquely positioned to help business and professional practice owners, other professionals and self-employed individuals successfully navigate the complexities of their overall financial picture.  Having worked closely with professionals and business owners for nearly 20 years, we know the impact a business or practice can have on your personal and financial lives.  

You have dedicated your time, talent and money to helping others.  You have worked hard to build a practice or business you are proud of, one that is successful both financially and in helping others.  We provide financial advice to people like you - people dedicated to their families and their patients, clients or customers, but with little time to take care of their own financial health.

We get that you want a financial advisor team as dedicated to their careers as you are to yours.  You want to be confident and content that your wealth advisor is working diligently to grow and protect the assets you've worked so hard to accumulate.  We get it.  We will work exceedingly hard to earn your trust and earn your business through exceptional client service and sophisticated wealth planning.  We will develop and implement a custom investment strategy designed specifically for your particular goals, risk tolerance, time horizon, tax sensitivity and asset base.   

Our clients feel informed, confident and reassured that they - with our assistance - are doing what is necessary to achieve their financial goals.  The first step in our process is to meet to get a feel for your overall financial situation, get to know you personally, and determine what it is that drives you.  We then organize your financial situation to gain proper perspective and insight into your financial hopes and dreams.  From there we will set goals and develop and implement a plan and investment strategy designed specifically for you to reach those goals.  We are with you every step of the way, updating the plan and investment strategy as your needs, wants and goals evolve with age and changes in circumstances.  

Ultimately, our goal is to help you Plan Wisely, Invest Intelligently and... Live Fully.   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck