When the client speaks, we listen.
RP Zeigler Investment Services, Inc. was founded in 2012 by Rockie Zeigler III, CFP® as a full-service financial planning firm based in Peoria, Illinois. We assist clients across the country who want objective financial planning and advice who don't want to get dragged down by high fee(s). We do all this without a high pressure sales pitch. Check out my Wealth Minder Profile here.
Here is what we do specifically:
- Tactical Investment Management.
- Social Security Strategies.
- Retirement Planning.
- College Savings Strategies.
- Estate Planning.
- Insurance Strategies.
- Retirement Income Management.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are common mistakes you can avoid when saving for retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
An increasing number have been developed to help individuals with their personal finances.
Important items to consider when purchasing condo insurance.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.