UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT
Welcome, At Boyer and Sappenfield Investment Advisors, 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 through our financial planning and investment processes.
Our firm is a family firm started back in 1983 by our founder Lisa Sappenfield Boyer, CFP®. Since the creation of the firm she has brought her brother Daniel G Sappenfield, CFP®, her son Stan G. Boyer, and nephew Drew G. Sappenfield into the business. Along the way the family aspect was extended to include John B. Bennett, CFP®. The firm also has an excellent support staff that adds to our ability to help and service the families in which we are lucky enough to call our clients. Our firm offers Big City Service with a Small-Town Touch.
Boyer and Sappenfield Investment Advisors have two convenient offices:
Arcola, IL 102 E Main Street, Arcola IL 61910. Yellow building with green awnings and green metal roof directly North of the Post Office in Arcola. 1.217.268.3216
Villa Grove, IL 1 N Sycamore Villa Grove, IL 61956. Just North of the Train tracks on Route 36, Building directly South of the True Value. 1.217.832.3033
Pictured are our advisors:
Back Row Left to Right: Stan G. Boyer, Drew G. Sappenfield, John B Bennett, CFP®
Front Row Left to Right: Lisa Sappenfield Boyer, CFP® and Daniel G Sappenfield, CFP®
Helpful Content
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?