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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding the value of a home warranty.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When you’re married and have children, insurance needs will be different.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Five phases to changing unhealthy behaviors.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The market is as unpredictable as the weather. We’d love to help you prepare.