At Judy Financial Group our clients value our common sense and our personal approach to financial planning.  Our process starts with you... understanding your wants, your needs, and your goals. Once we understand what you want to achieve we advise you on the strategies and services that can take you there. Your plan is uniquely designed to fit your situation and help you accomplish your financial goals.
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In addition to traditional wealth management techniques, such as securities and investments, we have access to many products and services to help clients plan for the various challenges throughout life. Ultimately, it is about assisting clients to align their assets with their goals by helping them select products and strategies that create the greatest probability for success.

While we have assisted clients in achieving a variety of financial goals — including saving for college, homes and even weddings — our practice is primarily focused on preparing clients for a comfortable, stable retirement. Our process is designed to instill a level of confidence and understanding for our clients knowing that they have investigated and vetted various strategies to help them guarantee their future income. The result of this collaborative process is the formulation of an income plan which when implemented can help them reach their retirement goals.

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Many potential clients find us because of our informational articles and broadcasts focused on annuities and retirement planning.  The philosophy of our team is focused on making sure that every client understands each aspect of their plan. Our clients need to understand why each strategy and product was recommended and how they work together in the construction of their plan. In addition, for those clients that want to “deep dive” into any concept or product we strive to ensure that we take the time to break down each piece, so they have a complete understanding of each element.
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Why do we take the time to delve into this much detail? Dedication. Dedication must be shown through actions. We don’t take lightly that you have entrusted us with helping to plan a significant stage of your life. We are dedicated to act in a manner consistent with your expectations. This requires us be vigilant in our efforts to stay knowledgeable about retirement planning strategies and research as well as the products that can be incorporated into our clients plans. These actions combined with the ability to share our knowledge and implement the appropriate strategies is why clients choose to work with Judy Financial Group.
Judy Financial Group, Inc.
Call us at 217.303.1711 or click the button below to contact us!

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