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Legacy Private Wealth Advisors

Wealth Management Services Available Through Bank of Farmington

Bank of Farmington is pleased to make investment and wealth management services available to our customers through Legacy Private Wealth Advisors, Inc. (LPW), an independent wealth management firm headquartered in Peoria, Illinois, and led by Jason D. Smith, CFP®, President and Founder.

As a fiduciary financial advisor, Jason is committed to placing his clients' interests first in every recommendation he makes. LPW serves individuals, families, retirees, and business owners throughout central Illinois with comprehensive, personalized advice designed around each client's goals, time horizon, and tolerance for risk.

Services

Investment Management

professionally managed portfolios tailored to your objectives, with ongoing monitoring, rebalancing, and tax-aware implementation.

Financial Planning

comprehensive planning for retirement income, education funding, cash flow, insurance needs, and major life transitions.

Retirement Planning

Social Security claiming strategies, IRA and 401(k) rollover analysis, required minimum distribution planning, and Roth conversion strategies.

Estate & Legacy Planning

beneficiary reviews, wealth transfer strategies, and coordination with your attorney and tax professional to help preserve what you've built for the next generation.

Tax-Efficient Investing

asset location, after-tax yield analysis, and distribution planning designed to help you keep more of what you earn.

Jason holds the CERTIFIED FINANCIAL PLANNER™ certification and has served clients in the region for more than a decade. Securities and advisory services are offered through Cambridge Investment Research, one of the nation's largest privately held independent financial solutions firms, allowing LPW to deliver institutional-quality resources with the objectivity of an independent practice.

To schedule a complimentary, no-obligation consultation, please ask a Bank of Farmington representative to arrange an introduction or visit www.lpwadvisors.com for contact information.

Important Disclosures

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Legacy Private Wealth Advisors, Inc., and Bank of Farmington are not affiliated. Cambridge does not offer tax or legal advice.

Investment products made available through Cambridge are not deposits or obligations of Bank of Farmington, are not guaranteed by Bank of Farmington, and are not insured by the FDIC or any other federal government agency. Investment products involve investment risk, including the possible loss of principal invested.

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY  
Jason D. Smith

Jason D. Smith

CFP Financial Advisor / Wealth Manager

(309) 294-8148

[email protected]

1300 W. Commerce Drive, Unit 700 Peoria, IL 61615

Link to his website:
https://www.lpwadvisors.com/