Roger G Phillis
Roger G Phillis
Financial Advisor
(309) 633-7926

2323 E Empire St
Bloomington, IL 61704
9:00 AM - 5:00 PM
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My Background

Helping others is my passion and I want to help you plan for your future. I will guide you in making sound financial decisions that align with your specific needs, comfort level, experience and time horizon. Together we will map out three key financial destinations:

1.       Accumulation of wealth during your working years

2.       Security and independence in your retirement

3.       The transfer of assets in the most advantageous manner

Regardless of where you are on life's journey, I have the tools, financial products, and practical life experience to develop the right investment strategy for you. We can start small and grow or evaluate and build upon existing financial plans you may already have in place. Periodically, as your life and financial needs change, we’ll review your progress and make the necessary adjustments.

To best determine how to grow and protect your hard earned dollars, we’ll discuss:

• Retirement plans from previous employers

• Wealth needed for the retirement lifestyle you desire

• If your investments fit your unique personality and situation

• Your family’s financial well-being if you die

• Paying for a child’s or grandchild’s education

• How to plan for future long-term care needs

As a Financial Advisor located at CEFCU, I look forward to working with credit union members, their families and their friends. I would be honored to have the opportunity to show you how I can assist you in reaching all of your financial goals. It's easy to get started, just contact me for a no-cost, no-obligation consultation.

I am FINRA registered to sell Securities. I hold State of Illinois Life & Health Insurance licenses and I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC.

Professional Services
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Portfolio Management
  • 401(k) Planning
  • Education Funding
  • Estate Planning
  • Insurance Planning