About Us

Co-Founder and Educator/Volunteer

Tyler is passionate about helping people plan for the effects of taxation and inflation on their life’s savings.  He strives to understand the unique needs of each client and treats the financial decisions they must make as if they were his own.  Throughout his career he has been helping families plan for worry-free retirement.

In addition to over 16 years of client service, Tyler is active in the community and is happily married to Linda and has two beautiful daughters, Remi and Colette.

Co-Founder and Educator/Volunteer

Andrew graduated with his Masters in Professional Accountancy from Illinois State University in 2009, and obtained his CPA designation shortly thereafter. He went on to work as an auditor for the State of Illinois and later for the corporate headquarters of Enterprise Rent-A-Car, all while maintaining a CPA consulting business. 

In 2014 Andrew transitioned full time into the financial consulting business, helping not only individuals with tax and estate planning, but also spearheaded initiatives to incorporate financial education into the workplace. First by volunteering for, then co-founding an educational Non-profit, Andrew has traveled around the country being a keynote speaker to Fortune 500 companies, prestigious employer organizations, and even the Federal government, invited to speak by Federal Occupational Health EAP, the FDA, and Army Corps of Engineers to name a few. He has become the go-to planner for Federal Employees across the country and a significant resource for Federal Executive Boards across the country. 

On the personal side, Andrew is husband to his beautiful wife Christine, and father to a 90 lb. Mastiff named Lyla. The Hall's embrace St. Louis, living in the city in order to support as many local events as possible, and volunteer at several organizations. If you don't catch him teaching a class at the Community College, library, or local business, you can find Andrew walking the dog or riding his bike around Forrest Park, at the Whitaker Music Festival at the Botanical Gardens, or hiking on trails along the Missouri River.

Director and Educator/Volunteer

Bernie attended Hofstra University in Hempstead, NY, as well as the United States Military Academy at West Point. Bernie is a Certified Educational Consultant, CEC, and a proud veteran of the Vietnam War.

Following his academic and military service, Bernie turned his attention to the financial services industry in 1977, and has been educating people in this field ever since. He is committed to helping retirees stay on top of the options available to them to ensure a secure and comfortable retirement.

Bernie resides in Heyworth, IL with his wife Beth, to whom he has been married since 1981. He is also the proud father of two adult sons, Tyler and Brady, and grandfather to two granddaughters, Remi, Colette and Isla and a grandson, Henry.

Bernie is an educator for Heartland Community College, a Salvation Army board member, active member of both the American Legion and his local church, and a volunteer for the Bloomington/Normal YWCA.