ESTATE PLANNING

If you’re one of the many people who believes a will is all that’s needed to pass your financial legacy on to your heirs, you’ll be shocked to learn the truth.  Without proper protection, probate could be a virtual guarantee.  We can help ensure your loved ones avoid this headache.

Income & Retirement Planning

We are living longer than previous generations, so success in retirement requires creating a plan that ensures your retirement income will last as long as you do.

Some of Our More Popular Services

Estate Planning

If you’re one of the many people who believes a will is all that’s needed to pass your financial legacy on to your heirs, you’ll be shocked to learn the truth.  Without proper protection, probate could be a virtual guarantee.  We can help ensure your loved ones avoid this headache.

Income & Retirement Planning

We are living longer than previous generations. So success in retirement requires creating a plan that ensures your retirement income will last as long as you do.

Expect the Unexpected

There are many risks that could potentially derail your retirement lifestyle. We evaluate them with you and suggest strategies to address them.

Our Team Has a
​Report Card Worth Bragging About
YEARS IN BUSNESS
HAPPY CLIENTS

About Us

We provide the best service and commitment to each of our customers.

Jon Garland-Sutter     jsutter@iieplanners.com       Springfield, Illinois      217-638-6364

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