About Boyer and Sappenfield

At Boyer and Sappenfield, we help individuals and families plan for retirement with confidence and clarity. Our focus includes retirement planning, retirement income planning, and guidance on Required Minimum Distributions (RMDs).

We believe financial planning is personal. No two clients are alike, and your financial strategy should reflect your values, priorities, and long-term goals.

What We Do

We work with clients to help them:

• Prepare for retirement with structured financial strategies
• Develop sustainable income plans for retirement
• Navigate Required Minimum Distributions (RMDs)
• Organize and manage assets in a coordinated manner
• Make informed financial decisions based on professional guidance

All services are tailored to each client’s individual situation and goals.

Who We Typically Serve

While we work with a range of clients, we tend to be a good fit for individuals and families who:

• Value a long-term relationship with a financial professional
• Are committed to planning and saving consistently
• Prefer a coordinated approach to managing their financial life
• Appreciate ongoing communication and professional guidance
• Are open to recommendations based on their goals and situation

Our Approach

We believe in building long-term relationships based on trust, communication, and service. Our goal is to help you stay aligned with your financial strategy through every stage of life.

Rather than reacting to short-term market movements or financial media, we emphasize disciplined planning and personalized advice.

Getting Started

If you’re looking to work with a financial professional focused on long-term relationships and client service, we invite you to connect with us.

There is no cost for an initial consultation.

Our Locations

• Arcola, IL: 217.268.3216
• Villa Grove, IL: 217.832.3033