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Fiduciary

We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.

Experienced

We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Simplicity

It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

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Get to Know Art Dinkin

What inspires you to get out of bed every day? 

For me, it’s connecting with clients and seeing them reach their goals. My mission is to help you feel comfortable with your money. Once you achieve that, you can make your life anything you want it to be.

I’ve been lucky to find inspiration in a lot of different places. 

Back in the 80s, I was fascinated with computers. That was before my college even had a computer engineering major! So I studied electrical engineering with a “digital specialty”. I worked on a big project after college, but when it was all finished, I felt disconnected from the results. It was the opposite when I moved to a smaller operation. The results were satisfying, but I realized I just wasn’t passionate about the work. Interacting with people is where my passion lies, so I knew the cubicle lifestyle had to go. 

 

Computer engineering to financial planning might seem like an unexpected turn, but it makes perfect sense to me. I found my magic formula: Combining my love for numbers, problem-solving, and interacting with people. 

 

The relationships I build are what inspire me the most.

I have a beautiful quilt hanging in my office. It was made for me by a thoughtful client to symbolize the impact that our relationship had on her life. I reminds me every day of why I am proud to be a financial advisor.

 

Life is never boring.

As a kid my parents moved us a few times. Between military service and a variety of jobs I have been coast to coast and north to south. But after I came to Des Moines, I knew I was in love not only with the area, but also with the woman I would later marry. We now have three amazing children. 

 

They joined a swim team when they were little and I went from being a parent volunteer to a nationally rated USA swimming official working with both Iowa Swimming and the local YMCA. I also have a pilot’s license, and I enjoy shooting, hunting, and a good book. Life is definitely not boring! Although sometimes I wonder if it should be a little less hectic!

 

I can’t wait to hear about your life. Give us a call so we can help you make time for what inspires you and help you get comfortable with your money.