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Why Work With Us?

ACCOUNTABILITY PARTNER

The most difficult step in a 1,000 mile journey is the first one. One of the most important jobs I have is to hold people accountable for what they say they are going to do. One of my favorite quotes is A Goal is nothing more than a Wish is you fail to Plan, Prepare and Implement . A game plan means nothing without action. I help to create action.

A STEADY HAND AT THE WHEEL

We cannot be irrationally exuberant over positive markets nor can we pre-maturely hit the panic button when markets and outside forces negatively impact our investments. We need to create a game plan that is appropriate for your situation, age and risk tolerance. I'm not saying to stick our heads in the sand and ignore our surroundings but I am saying that we cannot base decisions on emotion.

What We Do

At Wassenaar Financial Group, through our broker-dealer Investment Centers of America, we offer Financial Planning and Comprehensive Wealth Management for individuals and families in our local Iowa area, as well as across the country in 13 states. We focus on long-term planning to help clients build and maintain a financial strategy that can help them travel their desired financial path to retirement.

Our services include:

COMPREHENSIVE WEALTH MANAGEMENT

We can help you create an investment portfolio that produces an appropriate amount of diversification based on your goals, age, situation and risk tolerance. While no investment strategy can guarantee positive results, our goal is to help our clients receive the rate of return that is commensurate with the amount of risk they are willing to take. Professional investment management may provide investors access to investments they may not have otherwise, including a wide variety of traditional and alternative investment classes.

FINANCIAL PLANNING

Preparing for the future can be overwhelming. A financial plan may be able to alleviate some of the stress. Financial planning refers to the process of making appropriate decisions concerning one's wealth in order to pursue goals in life. It can involve a variety of different strategies, but the overall goal is to determine how to invest, how to manage wealth, and how to plan for the future. In creating a financial plan, we help clients establish their goals in life, determine their assets and liabilities, and evaluate their current financial position. From there, we can develop and implement a plan with ongoing monitoring.

RETIREMENT PLANNING

Wherever our clients are in life, many are concerned with their retirement. We can address their many questions and help them determine opportunities for building a consistent income that will last throughout their retirement, from contributing to a 401(k) plan to identifying appropriate IRA investments. We also provide advice on Social Security claiming, minimizing unnecessary investment taxes, 401(k) and IRA rollovers, and ways clients can protect their family from high healthcare costs and other risks.

ESTATE PLANNING

Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Regardless of how large one's estate is, it's important to plan what will happen to it upon one's death. We assist clients in articulating their estate planning needs and interface with other professionals who may be needed, including attorneys and CPAs.

INSURANCE

Insurance is an important part of a financial strategy. We can help you evaluate options and determine appropriate solutions based on your unique situation and future needs, whether it's life, disability, or long-term care insurance.