Located at 559 Yale Avenue, Waggoner, IL 62572

217-184-2027

ABOUT US

Experience a Modern and Personal Approach

Our philosophy starts with you. We dedicate the time needed to listen to your goals and educate you on the options. 

Really Understand Your Financial Plan and Options

As a part of our program, you will feel empowered. We are committed to financial education and solid, professional investing guidance.

Customize Your Retirement Plan For Tomorrow

We aren’t tied to one set of products. As an independent firm, we provide you with a wider variety of resources and options.

Our Focus: Your Financial Goals and Success

OUR FINANCIAL EXPERIENCE & EXPERTISE


We were founded with the intent of bringing together the best elements from his formal education, his real-world experience, and the lessons learned from working with some of the most respected Financial Advisors in the country. Today, he helps people plan for all financial aspects of life, from overcoming debts, to retirement and financial security.


When you choose Money Fractions, you can be assured that our team has an incredibly rich experience to draw upon for your financial well-being. Each fiduciary on our team has an incredible blend of financial experience and technical expertise that gives clients peace of mind concerning their finances. Our advisor has an incredible track record of helping people meet their goals and mature financially.

OBJECTIVITY AND INDEPENDENCE


Most financial advisory firms are Fee-Based (as opposed to Fee-Only), which means they earn both fees and commissions. Other firms are commission-based, which makes the firm more of a sales organization than a true consulting organization. We are in the business of helping you get independent, with clear fee’s upfront that we can manage and plan into your financial plan so that you are not hit with any surprises along the way.

CERTIFIED FINANCIAL PLANNER AND FIDUCIARY


Not all individuals seeking a certified financial planner are aware that it is important to make sure to find a financial advisor who is a fiduciary.

What is a fiduciary, and why is this important?


A fiduciary is an entity that acts on behalf of a person or group and is obligated to put clients’ interests first. Examples of fiduciaries can include trustees, attorneys, members of a company’s board or bankers, among others. However, not all financial planners or financial advisors are fiduciaries. We are a fiduciary and can help you in any of the list ways above.

Plus We Do So Much More

Wills & Trusts

Life Insurance

Tax Planning

401(k) Planning

Get customized Financial planning