BankChampaignLogo
Log in to your accounts
Banking Access
Trust Access

Personal Banking
Personal Checking
Savings & Investments
Personal Loans
Mortgages
Spacer
Business Banking
Business Checking
Business Loans
Cash Management
Retirement Plans
Spacer
Electronic Services
Online Banking
Mobile Banking
Debit Cards
Identity Theft & Online Fraud
spacer
Investment Services
Investment Management
Financial Planning
IRA Rollovers
Trust Services
Retirement Plans
Mark's Investment Blog button

spacer online and mobile bullets mortgage rates bullets deposit rates bullets order checks
directory locations and hours about us employment

 

Investment Services>Financial Planning

Your financial goals. Your investment plan.
Creating an investment plan is the cornerstone of reaching your financial goals. Our Certified Financial Planner™ (CFP) can help you determine what's important to you, rank the importance of those financial goals, talk about retirement living expenses and discuss actions to protect what you've earned. Discussing each of these areas with you is part of developing a working investment plan that reflects the resources and timeline needed to achieve your financial goals.

Taking this broad-based investment view is just one of the benefits of working with an individual who has earned the CFP professional designation from the Certified Financial Planner Board of Standards, Inc. As further assurance, those who hold the CFP designation are held to rigorous professional standards.

We also understand that developing good rapport and a close working relationship with a financial planner is important to the success of your financial plan. So we offer an initial consultation without fee before starting the actual financial planning process. Our Certified Financial Planner also outlines responsibilities and expectations for him and for you as the client, along with the services to be delivered and the associated costs.

BankChampaign practices fee-only, rather than commission-focused, planning. This means our plans are designed strictly toward achievement of personal planning financial goals instead of the sale of certain products for financial gain.

For more information, call 217.351.2870 or email:

John Clausen
jclausen@bankchampaign.com
 

Download Financial Planning newsletter

 

 

 

  217.351.2870 | Equal Housing Lender | Privacy Policy | ©2013 BankChampaign | Site Map | Home