Justin McBride

Justin McBride

Sr. Wealth Manager

For nearly 15 years, I have helped make retirement dreams a reality for today's retirees. My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, income planning in retirement, planning for a comfortable retirement, protecting your estate, or funding a child's college education, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. My comprehensive approach to retirement planning is geared towards each client's individual goals.

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

 

Phone 618-307-0880
Fax 618-307-0886