Financial planning, at home in Bloomington–Normal.
Toft Wealth is a fee-only, fiduciary financial planning and wealth management firm based in Bloomington–Normal, Illinois. It works with households nearby in person, and with clients elsewhere by video.
One advisor, responsible for the whole picture.
Toft’s primary service is Wealth Management: financial planning and investment management in one ongoing relationship, for a single fee based on the assets it manages. Planning is included, and there is no account minimum. Two narrower engagements, Ongoing Planning and Project Planning, are available when planning without investment management fits better.
The work follows the Financial Plat, Toft’s planning process: one map of what you own, owe, earn, and intend, with each decision made in the context of the others. See services and fees or read about the process.
Guidance through life’s big changes.
Retirement
Coordinate income, taxes, investments, and the choices that shape the years ahead.
Explore retirement
Widowhood
Move carefully, handle what is urgent, and make larger decisions when the time is right.
Explore widowhood
Inheritance
Understand what you have received before deciding what it should become.
Explore inheritance
A first call, by phone or video.
Toft meets clients in person around BloNo or by video, whichever is easier. The first call is free and takes 30 minutes; nothing begins until the scope and next steps are in writing.
Reach Clark at hello@toftwealth.com or (309) 718-8884, or book a free call. Common questions are answered in the FAQ.
Start with a call.
A free 30-minute conversation with a fee-only, independent fiduciary. By phone or video; bring only your questions.