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Enjoy freedom from worry with a financial road map

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  • POWER in POSITIONING your assets to reduce your Social Security taxes

  • POWER in increasing retirement income

  • POWER in the correct timing of your benefits

  • POWER in having your savings work as hard as possible

  • POWER in a written plan, your path to financial success

Reduce taxes on Social Security benefits

Determine the best timing for you

Speak with a National Social Security Advisor

#1 Stress — Finances

No Direction

You can’t reach your financial and retirement goals without a clear path.

Less Money In Retirement

Without achieving proper tax balance before or during retirement, you may pay more in taxes, leaving less money for you.

Outliving Your Money

If you don’t know where you stand you run the risk of outliving your retirement income.

We are ready to help you position your best path

 

National Social Security Advisor who is able to answer questions that pertain to your unique situation

19 years of helping educate clients on how to position their assets to maximize tax benefits and reduce fees

Robust team of financial advisors, CPA’s, attorneys, financial consultants and CFP’s

Independent, representing over 300 different companies

 
 
 

Just 3 quick steps to receiving your customized POWER‑POSITIONED Financial Plan.

 

1. Book a Call

Book a call so we can learn more about your unique situation and goals and questions.

2. Review Options

We develop your POWER-POSITIONED Financial Plan which includes a Social Security Analysis. With your guidance, we will refine the plan until it is a perfect fit.

3. Enjoy life

Relax, knowing you have a clear road map for your financial future.

KNOWLEDGE IS POWER

The Life Group Approach

Planning and educational focused

Income planning, social security planning, accumulation planning

Power Positioned Financial Plan

Holistic planning- all financial pieces working together

Thorough analysis of tax savings of opportunities

Thorough analysis of all fees you may be paying – hidden and visible

Experts in positioning assets to maximize efficiency

Typical Financial Advisor Firms

One size fits all

Accumulation of assets only

Written plan may cost up to $1500

Piecemeal planning – financial pieces are not designed to work together

 
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Peace Of Mind Is Just A Click Away

In less time than it takes to go to the movies, we can develop a personalized financial plan in writing for you — it’s what we call your Power-Positioned Financial Plan.

 

  • Social Security & Pension Planning
  • Retirement Planning
  • Tax Positioning
  • Estate Planning
  • Medicare and Healthcare
  • College Planning
  • Investing
  • Debt Repayment Planning

Upcoming FREE Educational Events

We are offering our popular retirement seminar series.

At these free seminars, you will learn what you need to know to maximize retirement income claiming strategies. The decisions you make today can have a tremendous bearing on the total amount of benefits
you stand to receive over your lifetime.

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Dubuque

1545 Associates Dr. 
STE 104
Dubuque, IA 52002

Des Moines

6150 Village View Dr. 
STE 100
West Des Moines, IA 50266

Iowa City

1700 South 1st Ave.
STE 21E
Iowa City, IA 52240

Wisconsin

110 N Main St.
Westby WI 54667

Serving clients across the United States including:

California, Colorado, Illinois, Kansas, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas