Our Services

 

OUR FIRM PROVIDES QUALITY SERVICES AND PRODUCTS FOR CLIENTS THROUGHOUT THE MIDWEST

 

 

 

 

SERVICES

Various Comprehensive Financial Strategies*                

Retirement Planning

Retirement Income Planning

Tax Strategies/Investments*

Estate Planning Services

College Financial Strategies*

Life Insurance Planning                                                           

Business Insurance Planning

 

PRODUCTS

 

INVESTMENT PRODUCTS*                                                          

Mutual Funds                                                                                        

Individual Stocks/Individual Bonds                                          

Unit Investment Trusts (UITs)                                                     

Real Estate Investment Trusts (REITs)                                  

Certificate of Deposits (CDs)                                                    

Iowa Advisor 529 College Plans

 

RETIREMENT PLANS                                                                                             

Traditional IRA Plans/SEP IRA Plans

Rollover IRA Plans                                                                                

Roth IRA Plans                                                                                                             

Annuities/Fixed Index Annuities

403(b) Plans - State of Iowa (ING)

457 Plans - State of Iowa

401(k) Profit Sharing Plans

Authorized TIAA/CREF Rep

 

ANNUITIES

Fixed & Variable Annuities*                                                       

Flexible Deposit Annuities                                                         

Single Deposit Annuities                                                           

Fixed Index Annuities                                                            

 

LIFE INSURANCE

Individual/Group Term Insurance   

Traditional Life Insurance 

Variable/Universal Life

Fixed Index Life Insurance

                                                                                                                                 

LONG TERM CARE INSURANCE                                                          

Individual/Group Long Term Care

 

 


-Darren C. Gauck, CFP, ChFC