Master Plan Financial Group - Home

Welcome to MasterPlan Financial Group in Peoria, Illinois! We think we've got the best jobs in the world. We help guide people down the road toward financial security—and we love doing it.

As independent financial advisors with more than 100 years' combined expertise, we are committed to meeting the unique needs of each client. Whether our clients are interested in estate planning, insurance, retirement planning, or investment advice, we're here to answer their questions and find the solution that's right for them. 

Browse through our website. Learn more about our philosophy, the services we offer, and us—Mark Burnham, CLU®, ChFC®, CFP®; Bill Lervaag, CLU®, ChFC®; and Barry Miller. Then take the next step toward pursuing your financial goals: click on the Contact Us button. We look forward to working with you.

We hope you'll give us the chance to help you target your dreams.

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