We are an independent financial planning firm. Carl Mook chosen to affiliate with Investment Planners, Inc. in Decatur, Illinois. His affiliation allows us to serve our clients with broad-based financial planning services.

As a part of our vision to be the premier source of financial information, we provide bi-weekly Financial Tips articles for the Mid-Week newspaper. We also provide financial information for the business community in the monthly NI Business Connect. Jacey Caldwell also writes a regular column for the Wellness of Women magazine.

We serve as the financial planning provider for the Employee Assistance Programs (EAP) of Kish Health System, and Ben Gordon Center. Individual referrals and group presentations through schools, municipalities and private companies are available.

The Carl Mook Financial Group has also partnered with Rockford TV stations WTVO Channel 17 and WQRF Fox 39 to being more financial information to northern Illinois and southern Wisconsin viewers. Monthly presentations by Carl can be viewed on Daybreak’s “Ask the professional” segment and also on www.mystateline.com.

Our affiliate, Carl Mook Special Needs Solutions, is an advocate licensed by Protected Tomorrows, Inc. to do life planning for families with special needs members. We are also the financial planning provider for the Suburban Law Enforcement Academy out of the College of DuPage.

We maintain professional referral relationships for our clients with banks, attorneys, tax practitioners, insurance and mortgage entities.