CONNECT

Address:

4140 Grand Avenue
Des Moines, IA 50312

Phone:

(515) 453-2222,Toll-free: (800) 473-6537

Fax/Other:

(515) 453-2225

Our Services

 

Our proven 4-step process to serving clients includes:

 

1. Develop personalized financial plan

2. Review protection needs (estate planning, RM)

3. Determine accumulation needs and where to invest to meet your goals.

4. Use tax efficient distribution strategies to maximize retirement income and legacy

 

Our services:

We know you have your own special circumstances, unique goals and concerns. We are here to address your financial needs with thoughtful and innovative planning strategies.  Here are some of the services we provide:

 
Families
  • Building and Preserving Wealth
  • Leaving a Lasting Legacy to Family
  • Tax Planning
  • Investment Management
  • Insurance
  • Philanthropy/Gifting

Businesses

  • Transferring or Selling a Business
  • Investment Management
  • Executive Benefit Planning
  • Business Succession
  • Disability Buy-out
  • Buy/Sell - Cross Purchase
  • Retirement Plans
    • Roth/Traditional 401(k)
    • Profit Sharing
    • Defined Benefit
    • Comparability
    • Other Plan Options

Professionals

  • Strategic Debt Management
  • Asset Protaction and Risk Management
  • Captive Insurance
  • Investment Management
  • Tax minimization
  • Business Continuation Planning
  • Personal Finanical Planning
  • Retirement Plans
    • Roth/Traditional 401(k)
    • Profit Sharing
    • Defined Benefit
    • Comparability
    • Other Plan Options

Executives

  • Maximizing Retirement Benefits
  • Exercising Stock Options
  • Maintaining Lifestyle in Retirement
  • Concentrated Equity Positions
  • Legacy Wealth Transfer
  • Retirement Distribution Planning - NUA
  • Executive Benefit and Tax Planning
  • Investment Management in Retirement
  • Estate Planning
  • Personal Financial Planning