Our Services

We specialize in college tax and retirement strategies as well as serving the needs of Iowa businesses.

You can expect our representative to become your partner in creating strategies to help you work toward your dreams and financial goals. We also excell at implementing these strategies and can provide bank, investment and insurance products to help you get the job done.

We offer three different level of service for our family and individual clients. Each client may choose the level of service most appropriate for them.

The first level addressing straight forward solutions and product recommendations for our clients. This level involves financial review, product recommendations and regular follow-up. Compensation at this level is primarily commissions.

Level two involves more in-depth planning and regular monitoring. A fee may be required to compensate for the time involved. There may also be commissions at this level.

Level three involves managed accounts and is done on a fee basis.

Of course there is no charge for initial consultation.