About what I help clients with
Life is full of important decisions, and planning for your financial future can feel overwhelming. That’s why we’re here—to help you answer the questions that matter most. Here are some of the top questions our clients ask us today:
- How do I adjust my retirement plan for market volatility and economic uncertainty?
- When should I start drawing Social Security—and what strategy maximizes my benefits?
- How can I provide for a loved one with special needs without jeopardizing their government benefits?
- What’s the best way to plan for healthcare costs beyond Medicare, including long-term care?
- How do I protect my portfolio against inflation and rising interest rates?
- Should I pay off my mortgage or keep investing?
- Is a Roth conversion right for me—and how do I diversify for tax efficiency?
- How will taxes impact my retirement income and estate plan?
- What strategies can help me leave a lasting legacy for my family and favorite causes?
- How do I integrate charitable giving or digital assets into my financial plan?
- What steps should I take to prepare for unexpected life events like divorce or disability?
If any of these questions—or others—are keeping you up at night, let’s connect and create a plan that gives you confidence and clarity.
About Lia Hege
Born and raised in Mattoon, I met my future husband, Erik, during my last year of college at the University of Illinois. Establishing roots in Champaign, after our wedding in 1997, we were then blessed with 5 beautiful daughters: Bri, Becca, Cara, Colleen, and Alexis. My hobbies include exploring the national parks system, watching sports, and assorted DYI crafts: upcycling, stamping, and decorating to name a few.
In August of 1993, I taught my first lesson as an undergrad teaching assistant at UIUC. Since that time, my vocations have been three-fold: wife to Erik, stay-at-home mom for 13 years, and public/parochial high school chemistry teacher for 13 years. In addition, I have always been drawn to the corporal works of mercy through organizations like St. Jude’s and Daily Bread Soup Kitchen. Now, feeling called to a new vocation in the financial services industry, I am humbled to be a part of the East-Central Illinois Group and excited to use my creativity, organization, and teaching skills to walk side-by-side families who desire to put God’s love into action through their customized financial plans.
About Special Needs Planning
As a Chartered Special Needs Consultant (ChSNC®), I offer a simplified approach to special needs planning - one that’s personalized to accommodate your financial situation and the goals you have for your child. In addition, I can help you explore the considerations of planning for a child with special needs so you can feel confident your plan will continue to meet your child’s needs—while you’re alive and after you’ve passed away.
About the East-Central Illinois Group
I am humbled to be a part of the East-Central Illinois Group and excited to use my creativity, organization, and teaching skills to walk side-by-side families who desire to put God’s love into action through their customized financial plans.
Meet My Team
East-Central Illinois Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/east-central-illinois-group