Setting personal and financial goals is one thing, but getting them accomplished is another. It’s important to remember that helping hands are never far away. Before you consider making important decisions that’ll affect your finances, your retirement and your personal life, consider enlisting the help of these dedicated Proven Professionals who can provide invaluable assistance as you pursue your life goals.
When the right partners are available, good teamwork makes the difference in attaining the success you seek each day.
In your personal and business finances, you’re drafting a team that includes attorneys, investment advisors, insurance advisors and certified public accountants (CPAs) all focused on helping you attain your important goals. Together, these talented professionals can guide you through the maze of complex decisions you’ll need to make – especially in these unusual times.
We’ve sought out the region’s most trusted experts – the kind whose work is sure to align with your objectives and whose philosophies are sure to align with your values. Together, these talented professionals can guide you through the maze of your business and personal needs.
The key to your financial success is coalescing all of your Proven Professionals around your personal mission. This is your strategy to command, and these dedicated professionals are your team to engage.
We hope and trust you’ll find the Proven Professionals you’re about to meet can provide invaluable and unmatched assistance to the success of your mission … on both the personal and business fronts.
CoyleKiley Insurance Agency
Locally Owned. Community Minded. Customer Focused.
CoyleKiley Insurance Agency is the region’s leading, locally owned, independent agency specializing in commercial insurance, personal insurance, executive planning, employee benefits and wealth management.
We’re licensed to conduct business throughout the United States, so our agency works with more than 30 of the best insurance companies in the world. Each one carries a minimum “A” financial strength rating by A.M. Best, a standard that comforts both us and our clients. We’re recognized for our outstanding customer service and have been for many years.
Our goal is to simplify the process for you and build a long-lasting relationship. When you partner with us, we have the time-saving ability to market different policies, with all of our carriers, at one time, for your benefit. This allows us to effectively overview your options in carriers, coverages, deductibles, payment plans and more. We help you decide the best plan for you. We’re not the insurance carrier; we’re your insurance advisor. We represent your needs and are part of your team.
When you choose CoyleKiley, we not only provide traditional insurance solutions. As your consultant, we also review your insurance and financial priorities to provide a customized plan that will assist you in taking advantage of changing times and new risk protection solutions. Throughout CoyleKiley Insurance Agency, we believe strongly in maintaining our core values of delivering excellence, staying engaged and earning our clients’ trust every day.
Our internal perpetuation of Coyle-Varland Insurance Agency means our firm is built upon more than 60 years of industry knowledge and expertise. CoyleKiley Insurance Agency delivers experts who have been in the insurance field for more than 30 years. We have an extremely strong foundation to our agency, and now we’re taking it to the next level with a group of younger professionals who will strengthen our legacy and growth.
CoyleKiley Insurance Agency… we’re here to serve all your needs. Call us today.
810 N. Alpine Road
Rockford, IL
(815) 987-2170 | coylekiley.com
Stillman Trust & Wealth Management
An independently owned community bank earning your trust since 1882
Serving the community since 1882, Stillman Bank has spent almost 140 years forging a stable financial institution that is dedicated to the customers and communities it serves. With six full-service office locations throughout Ogle and Winnebago counties, it still remains locally owned and headquartered right here in the Rock River Valley. While the banking industry has transformed since Stillman Bank’s founding, its guiding principles have always remained steadfast. Stillman Bank has been cultivated through a long and continuing tradition of integrity, community involvement and leadership that builds value for its customers, communities and shareholders, all of which are important to the bank’s success.
Stillman Trust & Wealth Management offers a full range of trust and investment services to individuals and businesses. Managing personal assets or a company’s assets in today’s financial marketplace requires knowledge and expertise. Stillman Bank provides comprehensive and creative solutions to individuals interested in building and preserving their wealth through Trust Administration, Retirement & Estate Planning, and Investment Management services. Stillman Bank’s advisors work with their customers to determine long-term and short-term goals to develop a strategy that is customized to every unique situation. They take pride in offering clients innovative financial solutions to build and protect their assets. For more information or to arrange a no-obligation, complimentary consultation, contact them at any of their six locations. Trust administrators regularly visit all offices, so appointments can be made for any location or time.
In addition to the products and services it offers, Stillman Bank provides support to numerous community organizations with monetary donations, resources and volunteer hours. As your neighbors, their employees are truly living, working and investing in the betterment of the local communities. Contact any one of Stillman Bank’s six office locations to speak with an experienced Trust Officer or visit stillmanbank.com for more information.
Locations in Byron, Oregon, Rochelle, Rockford, Roscoe and Stillman Valley
MacCloskeyKesler and Associates, LLC
Rockford’s Injury Lawyers
MacCloskeyKesler and Associates, LLC, is a leader in personal injury law in the Rockford area. The firm has been serving injury victims since 1998, when Kim MacCloskey founded the firm. In 2004, Phil Kesler joined Kim in his quest to handle every case like his own. The firm has grown, but the emphasis on compassionate, personal injury representation remains.
The firm has been privileged to receive numerous awards, including the “Best of the Rock River Valley” award for both law firm and personal injury lawyer, based on votes from local community members. The firm has many million-dollar and multimillion-dollar settlements and verdicts to its credit. Kim and Phil are both members of the Million Dollar Advocates Forum and the Multimillion Dollar Advocates Forum. The best reward for Kim and Phil, however, comes from helping injury victims find peace during difficult times.
Kim and Phil credit their staff and clients for their success and awards. The staff at MacCloskeyKesler and Associates is well-trained and dedicated to providing personal attention to their clients. Much of the staff has been with the firm for over a decade, and clients routinely refer friends and family when they’ve been injured. Kim and Phil see this as the highest honor.
MacCloskeyKesler and Associates continues to grow and succeed. Despite its success, its dedication to providing experienced representation and personal attention to each case remains the same. With this in mind, MacCloskeyKesler & Associates only handles personal injury cases and does not represent insurance companies. Because of the firm’s reputation, most cases settle without trial or without even the need to file a lawsuit.
The team is willing to meet with clients by phone, video conference or in-person, as desired.
If you have been a victim of someone else’s negligence, contact MacCloskeyKesler and Associates for a free consultation at (815) 965-2000.
308 W. State St., Ste. 200, Rockford, IL
(815) 965-2000 | rockfordinjurylawyer.com
Benning Group, LLC
Certified Public Accountants
Benning Group, LLC (BG) is a full-service traditional CPA firm with offices in northern Illinois (Freeport and Rockford) and southern Wisconsin (Monroe). Don Benning, CPA, and Curt Kleckler, CPA, worked together in the 1980s at a national accounting firm. The predecessor to BG was formed in 1987.
In the past 30 years, the firm has added two additional partners, Jenny Blocker, CPA, and Jake Thompson, CPA, and developed a strong team of certified public accountants and supporting staff to meet the needs of a diverse group of small businesses and individuals. In September 2020, Roger Boeke, CPA, and his team at Boeke & Associates merged into Benning Group’s Rockford office, further strengthening BG’s client base and its breadth of experience and knowledge.
Firm clients include a wide range of manufacturers, agricultural industries, retail stores, financial institutions, and other entrepreneurs and their businesses. BG assists them in accomplishing their goals through various consulting services in addition to in-depth knowledge of accounting principles, software solutions, and income tax laws and regulations. Over the years, we have also developed niche practices in the financial and compliance audits of Illinois school districts as well as audits of employee retirement plans and nonprofit entities, including their related information reporting.
Because BG is a full-service CPA firm, individual tax planning and tax return preparation are a substantial part of the practice, and BG’s more than 25 professional staff members get to know clients personally while watching their families grow and needs change over the years.
Benning Group LLC takes great pride in providing top-quality services in a timely, responsive manner at a reasonable price. A “hands-on” approach in delivering client services separates BG from larger firms, while the depth of knowledge and experience sets BG apart from other local firms.
Locations in Freeport, Rockford and Monroe
Canfield & McKenna, Attorneys at Law
When You’re Looking for Something More …
Robert E. Canfield has more than 40 years of experience as an attorney. Andrea McKenna is a former school teacher with extensive experience in family law.
Canfield, McKenna and their associates are well versed in the law and persuasive in the courtroom. They’ve been providing Rockford-area residents with expert legal service for more than 30 years.
They can handle your family law, small business, probate, estate planning, traffic and criminal matters. They’ve got all the right qualifications, but we’re guessing you’re looking for something more.
You’re probably looking for someone who understands that your divorce is not just about separating property and accounts but about your life being turned upside down. You’re looking for someone who can see that you would do anything for your kids and that you won’t play games when it comes to their best interest.
You’re probably looking for someone who understands that your small business is more than just business. It’s personal and you want to protect all of the blood, sweat and tears you’ve poured in over the years.
You’re looking for someone who understands what it’s like to worry about what will happen when it’s your time to pass on and how to provide for the loved ones you leave behind.
Canfield & McKenna looks at the law and facts, and how it affects their clients. Chances are, if you need an attorney, you are going through a tough stage of life. That’s why they make it their mission to help their clients achieve their goals and to help them understand every step in the process. Their attorneys and staff are compassionate, knowledgeable, patient and understanding. But, they’re also fiercely protective of their clients’ interests and won’t back down when the time comes to fight.
Trust between a client and attorney is absolutely essential to good representation. They also understand just how expensive legal proceedings can be, so in some circumstances, they offer payment plans to help their clients afford representation.
They also offer meetings face-to-face, over the phone or virtually by Zoom.
Their clients come back again and again when they encounter a need for legal help. Find out why they believe in Canfield & McKenna by making an appointment today.
1111 S. Alpine Road, Ste. 704, Rockford, IL
(815) 968-7200 | [email protected]
James E. Meason Law Office
Wills Don’t Avoid Probate. Jim Provides the Answers
James E. Meason opened his Rockton, Ill., office in 1997 after working as a federal attorney in Washington, D.C., and practicing environmental law with a major national Chicago-based firm.
He also served 28 years in Naval Intelligence, retiring in 2016 after a tour in Afghanistan. But for more than two decades Meason’s true focus has been family and business law, estate planning and real estate for clients in Winnebago, Stephenson, Boone and McHenry counties.
When it comes to estate planning, Meason emphasizes “the big six” areas that need to be in a family’s action plan: will, revocable trust, property power of attorney, health care power of attorney, living will and appointment of agent. These areas ensure that your desires are followed during your lifetime and after your death.
Wills designate who gets your possessions upon your death. Revocable trusts are like a “fancy will” that help to avoid probate for your family. A living will states your end-of-life health care treatment decisions.
Power of attorney, in both property and health care matters, designates a family member or friend to manage your affairs if you can’t.
Appointment of agent authorizes one to make your final arrangements, including details such as cremation, burial and organ donation.
To avoid mistakes in planning your estate, contact Jim.
113 W. Main St., Rockton, IL
(815) 624-6517 | measonlaw.com
[email protected]
Charles Schwab
Financial Guidance for a Better Tomorrow
At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow.
We have a history of challenging the status quo in our industry, innovating in ways that benefit investors, advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
Schwab’s independent branch in Rockford opened in 2013 and has since been offering local residents access to a range of investing and wealth management guidance, products and services.
The branch is led by Independent Branch Leader Mark Gerard, a financial services professional with 20 years of experience in financial planning and portfolio design.
Clients can also meet with financial consultant Bill Osborne, also a 20-year veteran of the investment management industry, for financial planning discussions and personalized portfolio consultations.
801 N. Perryville Road
Rockford, IL
(815) 209-0055
schwab.com/rockford
Edward Jones/Mike Donnelly
Invested in Your Community
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing, so we can balance it with the steps necessary to help reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
This article was written by Edward Jones for use by your local Edward Jones financial advisor.