Young Professional Clients

Services Catered to Young Professional Clients

  • Assist investment choices in retirement funds, such as a 401(k) or 403(b) or IRAs;
  • Help clients establish a pattern of investing outside of tax-deferred retirement funds;
  • 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;
  • Determine an appropriate amount to invest in a 529 plan to provide for children’s education, and selecting a fund in which to invest;
  • Income tax planning to maximize available deductions and credits;
  • Working with legal professionals to institute estate plans;
  • Determine appropriate amounts of life insurance and assist with acquiring the right product from your insurance provider; and
  • Advise clients with regard to career and business ventures.

Contact Info

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