Our Services

We serve individuals and businesses in all areas of financial management, including:
 

• Investment Planning*
  
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. 
  
  Fee based Advisory accounts including the use of load and no load funds. 

• Retirement planning*

             Making the most of your employer-sponsored or personal retirement plans, 
             IRAs, Roth IRA's, and more.  Determining how much you need to retire 
             comfortably. Managing assets before and during retirement. 

• Iowa Public Employee Retirement System (IPERS) 

             Strategically utilizing information found on IPERS website in helping with income  distributions strategies through personal planning.
             
 

• Estate Planning & Wealth Preservation Strategies

              Helping with strategies to preserve your estate for your intended heirs.  
              Potententially reducing exposure to estate taxes and probate costs.  
              Coordinating with tax and legal advisors.
  

• Insurance Planning
  
  Reviewing existing insurance policies. Recommending policy changes when appropriate for Life, Health, Disability, and Long Term Care to fit your situation. 
  
   
   
• Education funding
  
  Recommending investment and accumulation strategies to help you pay for your children's education whether it be a gift or 529 College planning. 
  
   
   
• Employee and executive benefits
  
  Helping your business attract and retain qualified employees through benefit packages including Salary Continuation Planning, Deferred Compensation, and Buy-Sell Arrangements.