📍 2010 Keokuk St, Iowa City, IA, 52240
📞 319-354-6506
OUR FIRM PROVIDES QUALITY SERVICES AND PRODUCTS FOR CLIENTS THROUGHOUT THE MIDWEST. SERVICES: Financial Strategies, University Benefit Assistance, TIAA/CREF Investment Assistance, Retirement Planning, Tax Strategies/Investments, Estate Planning Services, College Financial Planning, Charitable Gift Planning, Comprehensive Business Planning INVESTMENT PRODUCTS:Mutual Funds, Tax-Free Municipal Bond Funds, Ginnie Mae Bond Funds, Money Market Funds LIFE INSURANCE:Group & Individual Term Insurance, Traditional Life Insurance, Variable & Universal Life Insurance, Index Life Insurance ANNUITIES:Fixed & Variable Annuities, Flexible Deposit Annuities, Single Deposit Annuities, Index Annuities RETIREMENT PRODUCTS:Roth IRA Plans/IRA Plans/SEP Plans, University of Iowa S.R.A. Options, Annuities/Indexed Annuites, 401k Plans, 403b Plans, 457 Plans, Pension/Profit Sharing Plans DISABILITY & LTC INSURANCE:Individual Disability Plans, Long Term Care HEALTH INSURANCE: Blue