Do you understand your own investments? Do you want to?
How did you put together your investment portfolio? Do you have a strategy? Did you buy last year’s best performing mutual fund? Or did you get a hot tip from your brother-in-law? How has it been working out? If you are completely satisfied, keep doing what has been working.
For over twenty years we have talked with tens of thousands of people about their investments. Most of them bought a mutual fund at one time or another, and have never stopped to consider if it still fit into their overall investment plan.
Our team includes a CFP® designee who is also a college professor. The blend of decades of experience working with clients and with years of classroom teaching combine to provide expertise you can understand. We promise, no complicated financial jargon will be spoken here.
We are completely independent. We do not represent any investment company or strategy; we represent you – our client. We have all the tools conceivable at our disposal; mutual funds, ETF’s (exchange traded funds), stocks, bonds, notes, CD’s (certificate of deposit), real estate, limited partnerships, private equity and debt. We will take the time to listen to your needs, evaluate your risk threshold, and develop an investment plan for you. Once you have approved your plan, we can build and maintain your portfolio for you. Through our online system you can log in and see your investments anytime. We will meet with you periodically and can provide you with performance reports along the way.
We are one of the premier financial planning firms in Greater Des Moines. We want to make you comfortable with your own money. Let us help you.