Retired Clients

Services Catered to Retired Clients

  • Cash flow budgeting, which includes conducting a review of income and spending to ensure maintenance of sufficient assets to last throughout the client’s life;
  • Manage investments in accordance with the client’s cash flow, volatility and total return objectives;
  • Budget for large purchases such as a home or vehicle and determine appropriate financing for the same;
  • Evaluate and budget for retirement facilities;
  • Charitable gift planning;
  • Help clients provide for grandchildren’s education expenses, including education saving account selection and investment options;
  • Income tax planning to maximize available deductions and credits;
  • Work with legal professionals to update estate plans;
  • Review insurance protection with respect to health care, long-term health care, life, property and casualty, and liability; and
  • Financial estate planning review, which includes planning for IRA and retirement fund distributions.

Contact Info

6150 Village View Drive, Suite 101
West Des Moines, IA 50266
Phone 515-244-5141
Fax 866-476-8643