Additional Services

We offer a variety of services to meet the unique needs of our clients.  We offer services ranging from IRA investment management to Farm management as well as custody services and guardianship administration.  We advise individuals named Executors and Trustees, buffer our customers and clients from sources of potential financial abuse, and provide record keeping services.  Anything an individual needs - we will do!

• Wealth Management
• Investment Management
• Trust / Estate Administration
• PCG Staff
• Pre-Need Funeral Trusts (see below)
  

PRE-NEED FUNERAL TRUST INFORMATION:

• Pre-Need Funeral Trust At A Glance
• Pre-Need Funeral Trust Partners
• Staff Backgrounds
  

You may login to your PRIVATE CLIENT GROUP account or your HEALTH SAVINGS ACCOUNT by using the pull-down menu on the left side of every page listed under "Access My Private Client Account(s)." If you are not currently set-up with a login and password to access your accounts online, please call our office (217.787.3100) to request this online look at your financial picture.