The road to a secure financial future can be difficult and frustrating. You deserve clear answers and advice so you can discover financial confidence.
The road to a secure financial future can be difficult and frustrating. You deserve clear answers and advice so you can discover financial confidence.
You likely have several financial goals — manage your day to day cash flow, invest a portion of your savings for retirement, fund your children's education, have the right insurance coverage, plan your estate and retirement, reduce your taxes...It can get overwhelming.
Finances are complex. There are a lot of moving parts. Get simple and manageable steps to address your financial concerns, one-by-one.
Call or e-mail to set up a free, no-obligation initial meeting. You can visit our office, we can come to visit with you, or you can set up a video or phone call...whatever is most convenient for your schedule.
Discovering financial confidence starts with you, so during your initial meeting, you'll share your plans, fears, concerns, and where you want some financial clarity. You'll be able to ask us as many questions as you'd like. We're here for you.
Once you've shared where you want to be financially, you'll get simple, clear, step-by-step directions on how to get where you want to go. As time goes by, your life will change. At every turn, you can get additional guidance so you know you're headed in the right direction.
You are the only one that knows what's best for you. How are you supposed to feel financially confident when:
You should have access to clear information and advice so you can make informed decisions.
Get the clear financial information that you need, develop the financial confidence that you want, and find deep feelings of financial security so you can sleep at night.
Families and individuals across Central Illinois and remotely throughout the United States are finding a clear path forward and are discovering financial confidence.
Annual Cost Billed Quarterly:
Assets Under Management Cost
Minimum rate of $100.00 per year, pro-rata.
Contact us if you'd like more information about services or pricing.
Business owners and institutions across Central Illinois and remotely throughout the United States are discovering financial confidence.
Based on your size, goals, and structure, you'll get the right service and the right type of investment platform at the right cost so you can have the financial confidence and security that you want.
Annual costs are based on services needed to manage your particular type of investment platform.
The average annual cost is typically from 1.0% of assets under management to as low as 0.3% of assets under management depending on your needs, business size, and investments.
Contact us if you'd like to know what platform would be right for you and what your annual cost might be.At Pacesetter Financial we build our financial relationships on:
We've been providing common sense financial guidance since 1997 and currently manage over $124 million in invested assets.
Andy Fitzpatrick is a down-to-earth analyst and has been providing sensible financial guidance at Pacesetter since 2007.
What's drawn Andy toward clear financial advice was his love of numbers, puzzles, and his care for others' financial well-being. This shines through as he builds custom financial plans that lead you toward your best possible future.
He's just as comfortable guiding individuals and businesses through complex tax, investment, and financial solutions as he is spending time with his family, golfing with friends, coaching grade school basketball, working with his hands on construction projects, or volunteering at his local church.
Kristen is all about the details and getting your advisory experience just right.
She began her career at Pacesetter in 2001, where her focus was on investment analysis and back-office processing. Since her start, she's continued to gracefully manage additionally complex tasks so you don't have to. Tasks such as fine-tuning investment portfolio asset allocations, streamlining investment re-balancing and trading, and meticulous efforts to meet compliance of SEC and State securities laws. Kristen is the first person to ask for when it comes to the fine print of investment management.
In her spare time, Kristen focuses on the details of her long-term hobby - DIY remodeling of her family's 150-year-old farmhouse. Mosaic tiling, refinishing woodwork, and finding the perfect re-purposed fixtures are her pastime of choice.
When she's not working on her house, she enjoys spending leisure time with her family and friends or finding other outlets for her creativity, such as sewing.
Tim is an attentive and focused researcher. He will do whatever it takes to find you answers so you can make informed decisions about your finances.
A Pacesetter employee since 2017, Tim provides big-picture personal financial advice for families and individuals. He also provides back-office support for Pacesetter in the areas of compliance, investment trading, marketing, and financial planning operations.
At home, Tim enjoys spending time with his wife and three children. Playing board games in the winter or taking long walks around town and going to local parks in the summer. He is also an avid reader in the areas of leadership, business, and finance. When he's got nothing else to do he'll play a level or two on one of his kids video games.
We’re always open to answering your financial questions – no strings attached.
Fill out the contact form below. Get the financial information you need today.