Insight Financial Planning

CBF has been committed to the success of our clients, our business partners and employees since M.J. Schoening founded our firm in 1950. We operate as a professional corporation with a full range of professional financial services to enhance our clients' business and/or personal needs.We strive to build strong relationships through communication, integrity and reliability. CBF makes every effort to provide the most innovative accounting and business solutions to help you succeed, both as a business owner and an individual. We offer the most modern and technologically advanced facility in the area to enhance our ability to meet your needs.The unique challenges of change, growth, uncertainty and complexity facing individuals and business today increase the need for progressive CPA services. CBF specializes in helping our clients master these challenges.

At Prokopec Wealth Management, we offer individuals, families, and business owners comprehensive services designed to help them build, protect, and preserve their wealth. Our clients range in age from the young family to the mid-career professional to the couple preparing for retirement. Wherever clients are in life, many are concerned with ensuring they will have enough money to last throughout retirement and leave a legacy. In order to address this and their other personal objectives, we utilize a holistic process and offer comprehensive services, including wealth management, financial planning strategies, insurance, and business planning strategies.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy