OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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My Technology Toolbox
Below are various technology tools available to help you navigate and track your unique financial picture.
Investment Account Access
We offer multiple solutions for your investment needs. Here are links to our most frequently used custodians and insurance carriers.
TD Ameritrade - AdvisorClient Website
NFS / FCCS (National Financial Services / First Clearing Custody Solutions) - Wealthscape
Iowa Advisor 529 College Savings Plan
Voya Institutional Trust Company
Great American Insurance Company
American Equity Insurance Company
If you don't see your investment or insurance policy sponsor on the above list, please contact our office and we can provide you with the log-in and registration information.
Other Technology Tools
In addition to your online account access above, we offer a variety of financial planning and record-keeping tools.
CLIC Client (e-money Advisor) - Your Personal Financial Website
CIR Statements (investment account aggregation software)
Riskalyze - Risk Tolerance Tool for our Fearless Investors