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Investment Services>Financial Planning

Link to Online Retirement Assessment

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

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