Accountability, Expertise & Clarity.
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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Making the most of surprises is a great reason to work with us.
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Your credit score may influence how much you pay for auto and home insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.