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 Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A few strategies that may help you prepare for the cost of higher education.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
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 a number of ways to withdraw money from a qualified retirement plan.
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.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.