Our services
If you're like most people, you probably have some very specific financial goals, whether it is investing for a secure retirement, saving for a child's college education, or estate planning. Your financial goals are unique to you and interrelated. We make recommendations for our client's well-being based on what we would do for ourselves and our families, if in the same situation. In doing this we rely on many different financial services, including:
- IRA's (Traditional and Roth)
- Retirement Planning
- 401k Rollovers
- Asset Allocation Analysis
- College planning/529 Plans
- 403(b) & 457/401(a) Plans
- Mutual Funds, Money Market Funds and Savings Plans
- Insurance ( Life, Long Term Care & Disability)
We also provide many benefits for business owners including:
- 401(k), SEP and Simple Plans
- Group Health and Life Insurance
- Executive Compensation programs
We also conduct educational workshops for your company's employees. Topics range from the general, such as principles of sound personal investment planning, or they can be more specific, such as why employees should contribute to the company's new 401(k) plan or the advantages of proper asset allocation. We work with your attorneys, CPA's and other financial tax planners to help make sure your plan fits your needs. Whether you're an individual, couple, a growing family, or business, taking control of your financial future starts with a plan.
Call our office for a free consultation at 515-243-4000 or toll free at 877-243-4111.