Peeling Back Layers

Peeling Back Layers We help clients use money as a tool in order to live their best life. This is done through ongoing We were unsure of where to go and what to do.

It all began when I was not offered a match with my employer’s 401K plan. My wife and I knew we had to do something to build our retirement. So we went to “Google” for our options, the first thing that popped up was our local Edward Jones Advisor (now we know they are Fee-Based Advisors). We sat down and met with him to discuss our options. A couple days later I was talking with our neighbor and h

e mentioned something about these FREE financial class at the University of Northern Iowa. So we thought what is this going to hurt us, let’s check them out! Little did we know these classes would change our lives forever. That is where we met the instructor Mike Finley. We continued going to class and reading books to educate ourselves on becoming our own “Financial Advisors.” With the knowledge we acquired and by taking ACTION we set ourselves up for success! Taking this step put us in control of our financial future. We have always been a great team, being together since high school, we decided we were going to reach out to our Family and Friends to help them! As we worked through the process we learned how important it is and how little the average person knows about the world of money. That is when I knew people needed help and I wanted to do something about it. Now, I am here to help EDUCATE, EMPOWER, and SERVE my Clients. Now, I am here to help YOU reach your financial goals and make your dreams come true. Contact Us TODAY to begin your journey to Financial Freedom.

Address

210 Oregon Road
Cedar Falls, IA
50613

Telephone

(563) 845-3139

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Our Story

It all began when I was not offered a match with my employer’s 401K plan. My wife and I knew we had to do something to build our retirement. We were unsure of where to go and what to do. So we went to “Google” for our options and visited with a local Advisor (now we know they are Fee-Based Advisors). We sat down and met with him to discuss our options. Beware of fee-based advisors because many will charge loads and receive commissions. You know it’s a load when there is a letter A, B, or C behind the mutual fund’s name. We found out later you don’t need to pay a load or a commission. Knowledge can set you free! A couple days later I was talking with our neighbor and he mentioned something about these FREE financial class at the University of Northern Iowa. So we thought what is this going to hurt us, let’s check them out! Little did we know these classes would change our lives forever. That is where we met the instructor Mike Finley. We continued going to class and reading books to educate ourselves on becoming our own “Financial Advisors.” With the knowledge we acquired and by taking ACTION we set ourselves up for success! Taking this step put us in control of our financial future. We have always been a great team, being together since high school, we decided we were going to reach out to our Family and Friends to help them! As we worked through the process we learned how important it is and how little the average person knows about the world of money. That is when I knew people needed help and I wanted to do something about it. Now, I am here to help EDUCATE, EMPOWER, and SERVE my Clients. I am here to help YOU reach your financial goals and make your dreams come true! Contact Us TODAY to begin your journey to Financial Freedom.