money, coin, investment @ Pixabay

I have been using this personal finance company for a few years now. I know I am very busy with work and other responsibilities, but I never know how much time I would really be able to devote to my financial life without their help.

The company is based in Rockford, Illinois, and their services include such things as checking out your credit reports, setting up automatic payments, and buying life insurance. You can get a free credit report every month from them, too.

The company’s website explains that they are not “fringe-lifestyle mags,” but rather “an equal opportunity financial advisor.” They seem to be a lot like those other “equals-minded” personal finance sites, which seem to be aimed at investors and people who want to save for retirement. The company’s mission statement states they are “dedicated to helping our clients make the smartest financial choices and achieve their financial goals while maintaining a positive lifestyle.


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