Understanding Today’s Financial Environment
Welcome,Boyer and Sappenfield Investment Advisors is an independently-owned financial services company with two locations: Arcola, IL and Villa Grove, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
We invite you to meet our team of professionals, who have more than 40 years of combined experience in the financial services industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call Arcola Office: 217-268-3216or Villa Grove Office: 217-832-3033
We are excited to announce that Lisa is 1 of the 23 financial advisors included in the book FinancialServices: Women at the Top
This book highlights 23 highly successful, dynamic women. Each one shares openly and passionately what attracted them to the business, how they develop their practices , what they learned along the way and how they have created a life that blend family, community service and a fulfilling career.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Tax preparation may be the perfect time to give the household budget a check-up.
A change in your mindset during retirement may drive changes to your portfolio.
For many, retirement includes contributing their time and talents to an organization in need.
The uncertainties we face in retirement can erode our sense of confidence.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?