MidAmerica Financial Services offers access to full-service brokerage through one of the nation’s leading independent broker/dealers*, LPL Financial. Whether you need to prepare for your own retirement, plan your retirement income, provide financial support for your child’s college education, build your estate, or simply want a second opinion on your investments; we are here to provide objective and professional financial guidance. It is our goal to become your premier financial services provider.
* As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.
Sarah L. Keefer, MBA
LPL Financial Advisor
309-647-3880 | firstname.lastname@example.org
As a licensed financial advisor, Sarah’s passion is helping her clients with retirement and income planning. Joining the industry in 2010, she brings financial knowledge and solid investment strategies to Central Illinois. As a financial coach, Sarah educates and empowers her clients in making strategic financial decisions. Sarah holds her Series 7 and 66 securities registrations with LPL Financial. She also holds her Life and Health insurance licenses.
Raised in Farmington, Sarah graduated from Farmington High School and went on to receive a Bachelor of Science degree from Western Illinois University and a Masters Degree in Business Administration from the University of Illinois. Sarah currently resides in Farmington with her husband Rick and daughter Alayna.
Sarah enjoys being active in her community and has served as Ambassador for Chamber of Commerce, President of Business Networking International, President of Farmington Parent Teacher Organization, member of Rotary Club, Farmington Township Park Board member, Farmington Summer Festival Committee. She currently serves as a member of the Community Economic Development Commission, Canton Chamber of Commerce, Spoon River Partnership for Economic Development Board Member, and on the Investment Committee for the Farmington Academic Foundation.
Check the background of this investment professional on FINRA's BrokerCheck.
Investment Consulting Process
We want to understand where you are today with your financial security to help guide you to where you want to be in the future, whether that is near, or further down the road. It all begins with a simple conversation.
Step 1: Determine Financial Objectives
We begin by assessing your current financial position and discussing your long and short-term goals and dreams along with identifying your priority concerns.
Step 2: Develop a Plan
Based on your financial goals, objectives and risk tolerance, we will formulate a financial strategy and asset allocation that is individually customized for you.
Step 3: Implementation
After you become comfortable with all aspects of your plan and how they will work collectively to pursue your goals, we will move forward with implementing your plan.
Step 4: Monitor Progress
We will continually monitor your portfolio’s performance, actively communicating any needed changes to help ensure alignment with your goals and objectives.