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10326 N Juliet Ct
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Peoria, IL 61615

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

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.



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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

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5 Smart Investing Strategies

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A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Business Cycle

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There’s an alarming difference between perception and reality for current and future retirees.

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$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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