Jim Wilterdink

(515) 966-9333

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
 
 

Have A Question?







Thank you! Oops!

Recommended Content

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.