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Falstad & Associates

1410 Woodbine, Suite 4
Bloomington, IL 61704
Phone:
  • (309) 664-2600

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Peter D. Falstad, CFP®
Falstad & Associates Financial Services

Since 1988, Falstad & Associates has been a financial planning firm committed to helping you reach your goals. We provide competent, personal advice to lead you down a path toward  enjoying your financial dreams. Whether you are an individual, family, or small business, you need a trusted, knowledgeable advisor like us to ensure you are on the right path.

Join the hundreds of families that have partnered with us to help make your financial dreams come true.  Schedule your complimentary consultation:  (309) 664-2600.

 

 

You have dreams . . .

...we can help you
on your path to realizing those dreams.


Retirement Planning
• Business Planning
• Succession Planning
• Asset Protection
• Financial Planning

 

Financial Planning

Financial Planning is a process where the investor and the advisor establish a relationship and foster that relationship over time.  This relationship is at the core of everything we do.  Through knowing our clients, we are able to advise them on how to meet their financial and life goals.  We meet with our clients on a regular basis not only to review their investments, but to review their life goals and stay abreast of what is most important to them.

 

 

Dave Ramsey & Peter Falstad
Working with an advisor that is part of the Dave Ramsey Smart Vestor Pro network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Dave Ramsey Smart Vestor Pro will produce or achieve better results than working with an advisor not affiliated with the Smart Vestor Pro program.  Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.  Dave Ramsey and the Dave Ramsey Smart Vestor Pro program is not affiliated with Woodbury Financial Services, Inc. and is not sponsored or endorsed by Woodbury Financial Services, Inc.
SmartVestorPro
 
      
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck