Specialty Financial Service

1214 Paragon Dr
O Fallon, IL 62269

Specialty Financial Service, located in O'Fallon, IL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies utilizing a variety of insurance products. With a mission to significantly impact clients' lives, the company aims to relieve the stress of retirement planning by providing a comprehensive Road Map to ensure financial security and efficient wealth transfer to loved ones.

The firm's unique three-step plan includes a thorough examination of clients' current financial situations and retirement needs, resulting in customized strategies designed to achieve individual retirement goals. Committed to acting in the best interests of clients, Specialty Financial Service operates with a fiduciary obligation, ensuring transparency and full disclosure of any potential conflicts of interest.

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