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Felton Financial

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Clive, IA
Felton Financial

At Felton Financial, we specialize in helping families and individuals in or near retirement across Southern Iowa and beyond.

Through our holistic planning process, we help clients reduce risk, minimize taxes and find confidence in their financial future. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully ana

lyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Felton Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Felton Financial is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.
203 West Jackson Street, Corydon, Iowa 50060
641-872-2653

08/28/2026

I’m excited to share that I’ve earned the Wealth Management Certified Professional®️ (WMCP®️) designation!

The deeper I get into this profession, the more I realize that managing wealth is about much more than selecting investments. It’s about understanding how retirement income, taxes, risk management, estate planning, and a family’s long-term goals all fit together.

I pursued the WMCP®️ designation to continue sharpening my ability to help clients make confident, coordinated decisions with their wealth.

I’m grateful for the opportunity to keep learning—and even more grateful for the families who trust me to help them plan for their futures.

08/24/2026

Six figures isn’t six figures everywhere.

A household earning $100,000 in one part of the country can have a completely different lifestyle than a household earning $100,000 somewhere else.

Housing. Taxes. Childcare. Transportation. Insurance. Even groceries.

It’s why I think income by itself is a pretty poor measure of how well someone is doing financially.

Someone making $150,000 in a very high-cost city may have less room in their budget than someone making $90,000 in a lower-cost community.

The number that matters isn’t just what you make.

It’s what you’re able to keep, save, invest, and ultimately build with it.

Where you live matters a lot more to your financial picture than we sometimes give it credit for.

Source: Visual Capitalist / U.S. Census Bureau ACS

08/07/2026

Everyone compares mortgage rates.

Far fewer people compare property taxes.

The average U.S. household pays $3,119 annually in property taxes, but where you live can make that bill dramatically higher—or lower.

A lower purchase price doesn’t always mean a lower cost of ownership.

Looking at the full financial picture can save thousands over the life of a home.

Source: U.S. Census Bureau (average property tax paid); map/rankings courtesy of WalletHub.

08/05/2026

The other side of the conversation.

Last week, I shared the lowest-paying college degrees to encourage students to understand the financial implications of choosing a major.

Today, here’s the opposite end of the spectrum.

Engineering, technology, finance, and quantitative fields continue to command some of the highest median earnings in the workforce.

Salary shouldn’t be the only factor in choosing a career—but it should be one of them, especially when you’re making one of the largest financial investments of your life.

The best decision is an informed one.

Source: Federal Reserve Bank of New York, The Labor Market for Recent College Graduates (2024 data). Visualization by Visual Capitalist.

07/28/2026

PSA to every college student or parent of a college student:

Before you choose a major, research the average salary—not after you graduate, but before you enroll.

A college degree is one of the biggest investments you’ll ever make. Understand both the cost and the expected return before making that decision.

As a side note, it’s sad to see that one of the careers with the greatest influence on our future is also one of the lowest-paying. Teachers deserve better.

Source: Federal Reserve Bank of New York – The Labor Market for Recent College Graduates
Visualization: Visual Capitalist – Ranked: The Best College Degrees for Finding a Job in the U.S. (June 12, 2025)

06/12/2026

This week I had a great time speaking with young professionals about careers in financial planning.

When I entered this profession, I thought it was mostly about investments and insurance. What I’ve learned is that it’s really about helping people make important life decisions with confidence.

Thank you to everyone who attended, asked questions, and shared their perspectives. It was a privilege to be part of the conversation.

06/03/2026

In May, I stepped away from the office and spent some time with the people who matter most.

Watching my son run down the boardwalk, carrying him through the ocean, and walking the beach with my wife reminded me why we work so hard in the first place.

Financial planning isn’t really about investments, insurance, or retirement projections. Those are just tools.

The real goal is having the freedom and confidence to spend time with the people you love.

The markets will be open tomorrow. The emails will still be there.

But our kids won’t stay little forever.

Grateful for the time away, grateful for my family, and grateful for the clients who trust us to help them build lives worth living.

05/26/2026

Building wealth isn’t about chasing perfect timing — it’s about making smart decisions consistently over time.

These are a few of the core principles we believe can help create long-term financial confidence. If you have questions about your own situation or just want a second opinion, we’d be happy to connect.

05/19/2026

The paycheck gets all the attention.
The cost of living tells the real story.

Meanwhile Iowa is over here quietly doing what Iowa does best — being underrated.

05/15/2026

Continued education is a big part of staying sharp in this industry.

Excited to have completed another course toward the WMCP®️ (Wealth Management Certified Professional®️) designation. The program takes a deeper dive into investment planning, retirement strategies, portfolio construction, and long-term wealth management concepts.

One thing I’ve always appreciated about this profession is that no matter how much experience you gain, there’s always another level of knowledge and perspective to develop.

Address

203 West Jackson Street
Clive, IA
50060

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.felton-financial.com/

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