(319) 352-5938
42.725755 -92.472191Independent Financial Advisor We are a company dedicated to making a positive difference in the lives of people and families. This is accomplished through our planning process of protecting, accumulating and preserving assests and wealth transfer through the life cycle.
PRODUCTS & SERVICES 401 (k) Rollover Strategies, Retirement Income Planning & Life Insurance Planning Investments Fee-based Managed Accounts, Brokerage Accounts, Stocks, Bonds, ETFs, Real Estate Investment Trusts, Alternative Investments, Mutual Funds & CDs Retirement Plans for Individuals & Businesses 401(k) rollover, 403(b), IRA, ROTH IRA, SEP IRA, SIMPLE IRA, and Defined Benefit Plans Insurance Life Insurance, Long-Term Care Insurance, Disability, Major Medical and Medicare Supplement Insurance Estate Planning & Business Succession Planning We do our best to assist our clients navigate the many pitfalls involved in estate and succession planning. We also coordinate with our clients’ tax and legal advisors to create comprehensive and cohesive solutions. Annuities Fixed, Equity Indexed and Variable College Funding 529 Plans and Education Savings Accounts
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