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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It's important to understand the pros and cons when considering a prepaid debit card.
Important items to consider when purchasing condo insurance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are common mistakes you can avoid when saving for retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?