Broker Check

PFG: 5123 Middle Road, Bettendorf, IA 52722 | TEL. 563-449-9181

MFG: 714 W Platt Street, Suite 5, Maquoketa, IA 52060 | TEL. 563-652-3513

Products & Services

We provide assistance in the following areas:

Insurance


  • Life Insurance and Policy Performance Evaluations
  • Key Man, Buy-Sell 
  • Trust Owned
  • Disability Income Insurance
  • Long term Care Insurance
  • Employee and Employer Benefits

Financial Planning


  • Retirement Savings and Distribution Strategies 
  • Traditional / Roth IRA's
  • Simple / SEP IRA's
  • 401 (k) Rollovers
  • 401 (k) Planning
  • Estate Planning Strategies
  • Money Purchase Plans
  • Profit Sharing Plans
  • 403 (b) / TSA Planning
  • College Savings Strategies
  • Tax Efficient Investment Strategies
  • Business Transition Planning

Investments


  • Mutual Funds
  • Annuities (Fixed, Indexed, Variable)
  • Common Stock
  • Brokerage Accounts
  • Bonds
  • Treasury Bills
  • Government Securities
  • Risk Tolerance & Time Horizon Evaluations