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2010 Keokuk Street
Iowa City, IA 52240

Phone:

1-800-999-5035

Fax:

319-358-2157

E-mail:

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Reviews annual enrollment dates and options for Medicare participants.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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Will you be able to afford nursing home care?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate how much income and savings you may need in retirement.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck