Financial and Investment Planning

Financial and Investment Planning

Financial and Investment PlanningFinancial and Investment Planning


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Investment Planners is a full service financial and investment planning advisory firm. They are partnered with CJ Schlosser, a local tax and accounting firm. They offer an array of services with this partnership, and are able to provide the highest level of service to their clients. 

Offering an extensive range of investment options to achieve your financial needs is their priority. They understand that your money and investments are important whether you are just starting out creating a nest egg or have an established one. Being there every step of the way is of utmost importance. 

The home office is based in Decatur, Illinois. At Investment Planners, Inc. integrity is key to the way they do business. Integrity and independence enable us to deliver financial products and services with your best interests in mind. If you are looking for a financial advisor in Alton or insurance in Alton, we look forward to meeting you! We view our relationship with you as a partnership to build your long-term financial security.