At Powell Financial Group and Maquoketa Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our purpose is to educate and guide to good financial decisions, bringing greater confidence and quality of life. We are committed to listening.
We can help you address:
- Investing principles and strategies
- Retirement savings and distribution strategies
- Estate and wealth transfer issues
- Insurance reviews
We can also help answer your questions, including:
- Can I retire early? Will I outlive my money?
- Do my investments match my risk tolerance?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- What can I do with my old 401K?
Our extensive research and personalized recommendations are based on listening to you. We are recognized for our respected deep relationships with accounting and attorney professionals connecting goals to reality.