Imagine approaching your finances with clarity—understanding the purpose behind each financial decision and having expert guidance to help shape your future. At Busey Wealth Management, our dedicated Financial Planning team is here to make that vision a reality.
Our team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and candidates who focus exclusively on building thoughtful, intentional financial plans. As fiduciaries, we’re committed to acting in your best interest and our objective is simple: to provide personalized advice that aligns with your goals.
The Value of Financial Planning
A carefully crafted financial roadmap is essential for achieving long-term stability and success. Busey Wealth Management can help you put your plans into action, whether you’re an individual, family or business owner.
What Does Our Planning Process Look Like?
Our collaboration begins with discovery. In the early stages, we take the time to understand your goals, concerns and financial landscape. This includes gathering relevant documents and data that help us build a clear picture of your current situation.
Once we’ve established expectations and defined the purpose of your plan, our team gets to work. We analyze various financial models, apply our expertise and align recommendations with your personal priorities. There’s no one-size-fits-all answer in financial planning—so we work closely with you to ensure every recommendation is made with intentionality and purpose.
While the early stages may require some effort—gathering documents, discussing goals and reviewing your financial picture—the payoff is a plan that’s truly tailored to you. After the data is collected, your planner will finalize your reports and recommendations and schedule a follow-up meeting to walk through your plan together.
How to Get in Touch With Us
If you're a current Busey Wealth Management client and interested in working with a financial planner, simply contact your advisor to schedule a meeting with one of our planning team members.
If you're not yet a client, we’d still love to help. Our experienced advisors offer personalized financial planning services, available on a standalone basis. To learn more or schedule a complimentary discovery consultation, please contact us.
Let’s Build Your Plan—Together
At Busey Wealth Management, financial planning isn’t just about numbers—it’s about helping you make confident decisions, pursue meaningful goals and gain peace of mind. Whether you're planning for retirement, navigating a life transition or simply seeking clarity, our team is here to guide you every step of the way.
This is not intended to provide legal, tax or accounting advice. Any statement contained in this communication concerning U.S. tax matters is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties imposed on the relevant taxpayer. Clients should obtain their own independent tax advice based on their particular circumstances.
This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.
This presentation is for general information purposes only. It does not take into account the particular investment objectives, restrictions, tax and financial situation or other needs of any specific client.