Consequences of Your Financial Decisions

Strategy and planning future

What if you could improve your odds of making better financial decisions? Should you upgrade to a bigger house? How big a donation should you make to your favorite charity? Do you know the real costs to you in terms of future dollars? When you have an important financial decision to make, talk with us […]

How to Save for Retirement

Money in hourglass

  Financial security doesn’t just happen. It takes planning and commitment… and money. Watch this video to learn some financial planning tips to help you succeed with your planning for retirement. Then give us a call. Our advisors are available to meet with you. We are here to help you turn your retirement dreams into […]

Ron’s Video About Market Volatility

Ron resized

Watch Ron’s video message to our clients during the dramatic market volatility of August 24, 2015 as he analyzed factors in the U.S. and China that contributed to the correction in the markets. As a team we understand that market volatility can be very disconcerting, but it is not unusual or unexpected. Ron underscores our belief that thoughtful […]

A Royal October

Kansas City Royals

In this video message to clients, Ron analyzes the markets in October and celebrates the Kansas City Royals for winning the World Series.

Rollover of Company Stock

Tax form magnifying glass

It’s not always a good idea to rollover company stock from a 401(k) plan to an IRA. In fact, doing so might mean you pay more in taxes to Uncle Sam than necessary. If company stock held in an employer-sponsored 401(k) plan has appreciated, the difference between the amount paid for shares (the cost basis) […]

Watch This Video About Retirement Income

Senior couple working at laptop

To retire right, you need to know what to do with what you have saved.  Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]

Buy or Lease a Car

Car lot

What’s the better choice for your kids to get their own car?  Watch this short video for an explanation of the financial advantages between buying or leasing a car.

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

Financial Planning For You

Financial planner explaining to a couple

Watch this two-minute video to learn how our planning process can help you achieve your important financial goals. Our mission is to help you turn your retirement dreams into reality through proven, time-tested investment solutions.          

We Provide Retirement Planning That’s Tailored For You

Retirement Key

Watch this video to learn how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.