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®
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An Inside Look at Retirement Living
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Long-Term-Care Protection Strategies
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
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5 Smart Investing Principles
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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RE: Retirement
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Surprise! You’ve Got Money!
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