First Neighbor Wealth Management

First Neighbor Wealth Management We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and incomes.

We have physical offices in Casey and Mattoon but will meet with you at any of our locations. Call or visit us today! Casey
phone: 217-932-4048
918 IL Rt 49
Casey, IL 62420

Mattoon
phone: 217-234-9700
900 Broadway Ave, East
Mattoon, IL 61938


We believe our teamwork approach adds a broad perspective to all we do and provides increased benefits to our clients. Our team of financial professionals

can help you address:
•Investing principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management

We also can answer your questions, including:
•Can I retire early?
•Are my investments working hard enough?
•What’s the best approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
11/12/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
11/10/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Where do you begin when buying a home? This article has some pointers.
11/07/2025

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

11/05/2025

How much do you know about stocks?

11/03/2025

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
10/31/2025

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Are you ready for school—again?
10/29/2025

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
10/27/2025

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
10/24/2025

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

10/22/2025

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

10/20/2025

Check out this video on taxes.

10/17/2025

Your insurance needs don’t stay the same when the nest empties, but what changes?

Address

Casey, IL

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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918 IL RT 49 Casey, IL 62420 (217)932-4048 We believe our teamwork approach adds a broad perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: •Investing principles and strategies •Retirement investing and distribution strategies •Estate conservation issues •Risk management We also can answer your questions, including: •Can I retire early? •Are my investments working hard enough? •What’s the best approach for college savings? •What are the elements of a sound estate strategy? •Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.