Closed now
At Legacy Group Insurance & Financial Services, we help families and business owners find the right protection without the confusion. As an independent agency in Bartonville, we’re able to shop multiple insurance companies to get you the best value on home, auto, and life insurance. Whether you’re buying a new home, reviewing your current policy, or looking for better rates, we make the process simple and personalized. Our goal is to help you understand your coverage and feel confident in your protection.
Closed now
Xact Numbers specializes in small business bookkeeping services, including monthly bookkeeping, bookkeeping cleanup, and catch-up bookkeeping. We help business owners get organized with accurate financial records, bank and credit card reconciliations, and clear financial reports. We work with businesses using QuickBooks Online and Xero and provide reliable, judgment-free support so owners can understand their numbers, stay compliant, and make confident decisions.
At Retire With Swan, we specialize in helping people prepare for, transition into, and live in retirement. We use our unique Swan Song System to guide people through creating personalized retirement plans that address major risks and create opportunity for growth. In step #2 of our Swan Song System we lead with our GRACE framework. This framework focuses on five retirement pillars: Guaranteed Income, Reserves for emergencies and insurance, Asset and Income Growth, Comprehensive Tax Planning, and Estate & Legacy strategies (GRACE). What sets us apart is our process that takes you from uncertainty to Sleeping Well At Night(SWAN). We provide clear, actionable steps to help you secure your financial future, including strategies for dynamic growth and lifelong income. As your Retirement CFO, we handle the complexities of retirement planning so you can focus on enjoying life with peace of mind. Whether you’re planning to retire within a few years or you're already retired, Retire With Swan offers a proven, client-centered approach that ensures every detail of your retirement is covered.
Chandler & Knowles CPAs is a full-service certified public accounting firm serving individuals & business owners with an integrated approach to financial planning, tax planning & preparation, business accounting & more. Our forward-thinking, strategic approach enables our clients to be in control of their financial world.
Jeremy Hill at Hill and McCoy Financial is proud to associate with Mutual of Omaha Investor Services, as his broker/dealer. We specialize in helping individuals, families, and small businesses work towards their financial goals by providing them with an array of financial and investment planning services. Allowing us to design our client's personal financial plan specific to their needs, goals, and financial dreams, not what's best for the advisor.
