Book a meeting

Discovery Meeting (60 min)

LPW Peoria Office

Initial meeting to introduce prospective clients to LPW Advisors, discuss our process, costs and

Phone Call (30 min)

Video call

Portfolio Review (60 min)

LPW Peoria Office

Review of all accounts, market discussion, and financial planning topics.

Portfolio Review - Bank of Farmington Peoria (60 min)

Bank of Farmington - Peoria Branch

Review of all accounts, market discussion, and financial planning topics.

Portfolio Review - Canton (60 min)

Bank of Farmington - Canton Branch

Review of all accounts, market discussion, and financial planning topics.

Portfolio Review - Farmington (60 min)

Bank of Farmington - Investment Office

Review of all accounts, market discussion, and financial planning topics.

Portfolio Review - Table Grove (60 min)

Table Grove State Bank

Review of all accounts, market discussion, and financial planning topics.

Review Webcast (60 min)

Video call

Review of all accounts, market discussion, and financial planning topics.

Service Meeting (30 min)

LPW Peoria Office

General service, such as paperwork signing, assistance with online access, etc.