Our goal is to understand your needs and develop an action plan that focuses on delivering the best total after-tax return possible for your investment portfolio. You receive specialized financial expertise through a team approach. Through your Investment Management relationship, we will assist you with the following:
- Comprehensive financial planning based on your personal goals
- Professional management of your investment portfolios
- Retirement distribution planning
- Charitable donation and gifting plans
- Wealth transfer and estate planning strategies
As your Financial Manager, you will receive all of the services listed above plus we can assist you or family members with day-to-day finances. Our Financial Management Services truly simplify your banking and provide you peace of mind.
- Pay bills — property taxes, income tax estimates, utility charges, medical bills, etc.
- File insurance claims and manage premiums
- Work with Medicare
- Coordinate tax preparation
- Assist with real estate transactions
- Provide easy-to-understand reports and complete income tax records
Depending on your interest and involvement with decision-making expectations, we will customize your services. You decide if you desire full discretion, joint discretion or a custodial relationship.
Contact us today at 641-782-1000 to schedule a complimentary consultation and learn more about how we can assist you.
*Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.