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2010 Keokuk Street
Iowa City, IA 52240

Phone:

1-800-999-5035

Fax:

319-358-2157

E-mail:

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Considering some important issues now could provide more options in the event of early retirement.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much will it cost to pay off a loan over its lifetime?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck