I Help My Clients Answer:
- What is a financial plan ~ and do I need one
- Should I have a Roth IRA?
- When can I retire?
- Will I run out of money?
- What do I do with my old 401k?
- What if my spouse dies?
- How much insurance do I need?
- I don't want to go to a nursing home- what should I do now?
- How can I be tax efficient with my IRAs and Roth IRAs?
- What if I get sick or hurt and can't work?
- What happens if I lose my job?
Meet Our Team
John Kirchhoff
Financial Associate
CLTC®, FIC, RICPC
Specializations:
Life insurance, Extended Care, Retirement planning, Retirement Income Planning, Legacy planning
Education:
- FINRA Series 6: Investment Company / Variable
- Life & Health Insurance Licenses
- FINRA Series 63: Uniform Securities Agent
- FINRA Series 65: Uniform Investment Advisor
- Masters Degree, Administration, Concordia University, Chicago, IL
- B.A. Elementary Education, Wartburg College, Waverly Iowa
Dawn Kirchhoff
Associate
FIC
Specializations:
Life Insurance - Investments - Investment planning - Savings strategies - Retirement accumulation - Retirement planning - Divorce financial planning - Estate planning
Education:
- SIE - Securities Industry Essentials
- FINRA Series 63 Uniform Securities Agent State Law Exam.
- FINRA Series 6 - Investment Company Products/Variable Contracts Representative
Phone: 815-213-7181
Meet My Team
Sauk Valley Financial Associates
- Title
Team Practice
- Website
- https://connect.thrivent.com/sauk-valley-financial-associates
Sarah Kirchhoff
Graduated with Honors from CUChicago with a BA in English
My job entails taking care of all things clients and guaranteeing you are attended to from the beginning to the end. I specialize in event planning and social media management, but prioritize setting and following up with appointments.
- Title
Office Professional
- Location
811 E 3rd Street Sterling IL
- Phone
- 815-213-7181
More On: John Kirchhoff
CLTC®, FIC, RICPC
Specializations:
Life insurance - Extended Care - Retirement planning - Retirement income planning - Legacy planning
Education:
- FINRA Series 6: Investment Company / Variable
- Life & Health Insurance Licenses
- FINRA Series 63: Uniform Securities Agent
- FINRA Series 65: Uniform Investment Advisor
- Masters Degree, Administration, Concordia University, Chicago, IL
- B.A. Elementary Education, Wartburg College, Waverly Iowa
- Title
Financial Associate
- Phone
- 815-213-7181
- Fax
779-245-4558
More On: Dawn Kirchhoff
FIC
Specializations:
Life Insurance - Investments - Investment planning - Savings strategies - Retirement accumulation - Retirement planning - Divorce financial planning - Estate planning
Education:
- SIE - Securities Industry Essentials
- FINRA Series 63 Uniform Securities Agent State Law Exam.
- FINRA Series 6 - Investment Company Products/Variable Contracts Representative
- Title
Associate
- Phone
- 815-213-7181
- Fax
779-245-5923