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Lance Aten,CFP®
Mary Kay North,CFP®
Two CERTIFIED FINANCIAL PLANNERs™
Working for YOU!

Contact Us

128 N Broad St Galesburg, IL 61401
  • Phone:
    (309)342-3295
  • Fax:
    (309)351-7914
  • E-mail address: lance@atennorth.com
  • E-mail address: marykay@atennorth.com
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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Printed from: www.atennorth.com

Contact Us

128 N Broad St Galesburg, IL 61401
  • Phone:
    (309)342-3295
  • Fax:
    (309)351-7914
  • E-mail address: lance@atennorth.com
  • E-mail address: marykay@atennorth.com

LPL Financial Form CRS

CFP® is a mark owned by the Certified Financial Planner Board of Standards, Inc.  This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

  •  
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.



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