Wealth Accumulating Clients

Services Catered to Clients in Wealth Accumulation Phase

  • 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;
  • Analyze financing options with respect to the college education of our client’s children;
  • Income tax planning to maximize available deductions and credits;
  • Work with legal professionals to create or update estate plans;
  • Collaborate with legal, real estate, and accounting professionals with respect to business successions and farm transactions;
  • Review insurance protection with respect to health care, long-term health care, life, property and casualty, and liability; and
  • Conduct financial estate planning review, including 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