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106 W. Douglas St, Carlock, IL 61725

309-376-4312
chris.kaufman@everence.com
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Guidance Toward A Meaningful Impact

We provide financial advice that’s personal, practical, and rooted in your unique situation.

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We're A Third-Generation, Family Run Firm Helping Central Illinois
Connect Their Financial Dots And Make A Meaningful
Impact Across Generations

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Align Your Finances With Your Goals & Values

Align Your Finances With Your Goals & Values

We start by listening to what you want your money to support and sorting your questions into a simple path forward. From there, we coordinate the moving pieces so your decisions work together rather than compete with each other.

Your Financial Solutions In One Place

We provide coordinated guidance across the areas that impact your finances, so you can make decisions knowing how each one affects the bigger plan.

Wealth Management

Insurance & Protection

Investment Management

Tax-Intelligent Strategies

Retirement Planning

Estate & Legacy Planning

Education Planning

Succession Planning

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Who We Serve

Individuals & Families

Individuals & Families

Whether you’re building, growing, or protecting what you’ve worked for, we help you make smart decisions that support your family’s priorities.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

When retirement gets closer, the details matter even more. We help you get organized and stay steady through the transition.

Farmers & Farm Families

Farmers & Farm Families

You know what it means to plan for seasons, risks, and the long game. Our guidance accounts for your life and helps you protect what you’re building.

Working 
Professionals

Working 
Professionals

Between career and family, financial decisions can be difficult to manage. We help you simplify the process, prioritize what matters, and keep moving forward.

How We Help

Stop Guessing And Start With A Clear Plan Of Action

If you’re approaching retirement and feel overwhelmed by options, we can help you sort what matters, cover your bases, and make decisions with more confidence.

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Boost Your Financial Literacy

Financial confidence grows when you understand your options and why they matter. Explore our resources for clear explanations, timely guidance, and practical next steps.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Let's Discuss Your Next Step

We'd love to bring clarity to your financial picture along with a plan to reach your goals. Reach out and we'll be in touch.

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