-Antoine de Saint-Exupéry
“A goal without a plan is just a wish.”
A plan doesn't mean anything if you don't do anything. Let's make your dream a reality!
Let's Make a Plan!
About Me
I am Anna McCormick, MD, an emergency physician and financial advisor based in Springfield, IL. With over a decade in medicine, my journey into financial literacy began from a personal need to understand and strategically plan my finances. This passion has grown into a commitment to empower others to manage and grow their wealth effectively. At Peterman Financial Group, I provide comprehensive services including wealth management, life insurance, tax planning, and a mix of fee-based and traditional financial planning. My client-centered approach is tailored to each individual's unique situation, focusing on tax-efficient strategies to not just accumulate wealth, but to help them achieve their ideal life.
Address
1515 South Macarthur Blvd.
Springfield, IL 62704
Strategic Wealth Management for Professionals and Families
Unlock Tax-Efficient Financial Strategies for Your Family's Future
Nurturing Your Family's Future Through Financial Health
As a dedicated emergency physician and financial advisor based in Springfield, IL, I've come to understand the deep connection between sound financial decisions and our ability to care for our loved ones. Having one foot in medicine and one in financial planning was born out of my own desire to ensure my family's well-being. It has grown into a passion for empowering others to secure their own well-being. It's a journey that reflects my commitment to helping others, not just in moments of crisis, but in planning for the years ahead.
Empowering Legacies: Investing in Financial Health for Generations
Surrounded by my incredible team at Peterman Financial Group, and inspired by my own family experiences, I see every day as an opportunity to make a difference. Whether it's guiding fellow medical professionals to navigate their unique financial challenges or empowering women to take charge of their financial destiny, I am driven by the belief that taking control of our finances is much more than managing numbers. It's about laying a foundation for a secure, fulfilling future for the people we love. My story is a testament to the fact that by investing in our financial health, we are investing in our family's legacy, helping ensure that we can provide for them, not just today, but for generations to come.
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