First Neighbor Wealth Management
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We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and incomes.
11/12/2025
📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.
What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
11/10/2025
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
10/31/2025
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.
10/27/2025
Feel empowered with this step-by-step guide to reviewing your life insurance needs.
Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.
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Our Story
918 IL RT 49
Casey, IL 62420
(217)932-4048
We believe our teamwork approach adds a broad perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
•Investing principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management
We also can answer your questions, including:
•Can I retire early?
•Are my investments working hard enough?
•What’s the best approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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Address
Casey, IL
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
