Mission Statement
The mission of our financial consultants is to provide
the highest quality of service in helping our clients develop and execute
a focused, long-term strategy to meet their financial goals.
Services We Provide
FSB Wealth Management offers complete brokerage services
through Investment Professionals, Inc. (IPI), member NASD/FINRA and
SIPC. To learn more about IPI and the services that are offered, please
visit www.invpro.com.
For personal assistance or to schedule an appointment,
please contact our financial consultants, Mike Flaherty or Karla Lohnes,
at 309-662-0411.
Not FDIC Insured |
No Bank Guarantee
|
May Lose Value |
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance & Annuities
- Trust Services
|
- Private Client Services
- Equity Investments
- Fixed Income
- Global Wealth
- REITs
|
Full Service Financial Planning + Investment Services
Your Goals + Our Expertise
Mike Flaherty
ChFC®, CLU®, CASL® & CPCU®
Financial Consultant |
In our experience, our clients are concerned with their investments
and accounts mostly as a vehicle to attain their goals and dreams.
As professional Financial Consultants, it is our job to help our clients
pursue their objectives so they can live their dreams. We believe it
is imperative to take the time needed to understand these goals so
that we can work together towards the future you have planned.
Our firm believes it is important to have a philosophy that directs
our investment recommendations. One of the most basic tenets of this
philosophy surrounds our commitment to help protect your hard earned
money while working together to grow it.
Solid Resources + Personal Attention
Mike’s partnership with Investment Professionals, Inc. leverages
more than 16 years of working with their clients and more than $4.2
billion under management to help you reach your specific goals. Because
our practice is part of a full-service financial firm, we can bring
to bear our separate and distinct knowledge in areas of concern to
you.
At each stage of the process we welcome you to consult us to answer
any questions, concerns, or ideas you may have. In addition, you can
access our experienced and knowledgeable back office staff including
our retirement, insurance, trust, estate, stock market, and fixed income
experts.
Corporate Strength + Individual Commitment
Whether your needs center around your personal goals or involve larger
corporate business transactions, we look forward to bringing to bear
the resources and experience you will need.
About Us
Mike Flaherty
ChFC®, CLU®, CASL® & CPCU®
Financial Consultant
Born and raised the third child of an Illinois school teacher and
machinist, Mike Flaherty is no stranger to hard work or discipline.
He still recalls the trust his parents placed in their own financial
advisor, thrilled now that he can inspire the same confidence in his
own clients.
After earning his B.S. in Insurance from Illinois State University,
Mike served as underwriter, team manager and financial consultant for
some of today’s leading corporations. To further enhance his
client services, he sought and earned professional designations as
a Chartered Financial Consultant, Chartered Life Underwriter, Chartered
Advisor for Senior Living and Chartered Property Casualty Underwriter.
He also holds a Series 7 and 63 securities license along with Insurance
licenses in the areas of Property, Casualty, Life and Health.
Mr. Flaherty is an excellent communicator, skilled listener and experienced
financial consultant. He finds great personal fulfillment in helping
others achieve their dreams, specialized in insurance, risk management
and personal retirement planning. In his free time, Mike plays the
guitar, spends time with his family, friends and Labrador Retriever,
Zoe.
(309) 662-0411 - Direct
(309) 663-7275 - Fax
mike.flaherty@invpro.com
Our Team
Steven Demiani
IPI Regional Director |
William Edwards
IPI Financial Planning |
Bob Thompson
IPI Insurance Division |
Josh Freeman
IPI Fixed Income Division |
Catherine Trujillo
IPI Trust Services |
Investment Professionals, Inc.
Investment Professionals, Inc. (IPI), has been ranked the Most Highly
Rated Bank Brokerage Firm in the nation and has won more #1 category
rankings1 than any other firm as reported by American Brokerage Consultants.
Citing the same authoritative industry wide research study, IPI continues
to be ranked number #1 in Customer Service, Quality of Training and
Accuracy & Ease of Processing; all important attributes of a solid
firm.
As a client, you will have access to IPI’s full team of experts,
including financial and retirement planning, insurance and annuities,
stocks, fixed income, estate planning, and trust services.
