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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
However exciting retiring abroad may sound, it deserves considerable planning.
It's important to make sure your retirement strategy anticipates health-care expenses.
This worksheet can help you estimate the costs of a four-year college program.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five creative (and inexpensive) ideas for motivating your employees.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.