CONNECT

Address:

611 Story Street
Boone, IA 50036

Phone:

515.432.7000,Toll Free: 800.269.1604

Fax/Other:

515.432.0312

Our Services

We provide comprehensive investment planning to provide direction and guidance through the challenges and everchanging terrain of today's marketplace.

Managed asset plans - for professional fee-based portfolio management through LPL Financial

Tax-advantaged investing - to reduce your tax liability and let more of your money work for you 

Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed 

Estate planning - for preservation of wealth from generation to generation 

Mutual funds* - for diversification and professional management

Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds.

*Investing in mutual funds involves risk, including possible loss of principal. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.