Newsroom

Articles authored by Barbara Hein

"How To Organize a Personal Financial Plan"

"Dividends May Soften Impact of Market Doldrums" 

"Is There a Place for Treasuries in Your Portfolio?" 
With the stock market still remaining in a state of flux, it might be wise to consider Treasury bills. Because of their low-risk reputation, Treasury bills, bonds and notes generally offer lower returns than corporate issues with similar maturities. Despite this drawback, however, Treasuries may warrant...

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"Retirement Planning Shouldn't Stop When You Retire"
"Tax Question Affirms Need for Estate Plan" 

Press Releases

Barbara Hein Earns Divorce Financial Analyst
Kellie  Masters Joins Wealth Advisors Firm

News Release

Hein Receives Certification as Divorce Financial Analyst

WEST DES MOINES– Barbara Hein, CFP®, Manager of Wealth Advisors of Iowa, LLC, a financial advisory and investment company, recently completed a specialized educational program in divorce planning and is now a Certified Divorce Financial Analyst.

Barbara is trained to provide financial assistance to people contemplating or involved in a divorce. Barbara helps clients make better financial decisions regarding settlement options for dividing pensions, marital property and awarding of child and spousal support.

Barbara is also a Certified Financial Planner and has over 20 years of experience in the financial services industry.

News Release

Kellie Masters Joins Wealth Advisors of Iowa, LLC

WEST DES MOINES - Kellie Masters recently accepted a Paraplanner position with Wealth Advisors of Iowa, LLC in West Des Moines, Iowa. Kellie graduated from Humboldt High School in 2001, and then attended Iowa State University. She graduated from Iowa State in 2004 with an undergraduate degree in Finance and in 2006 with a Masters in Family Financial Planning.

Kellie will be assisting Barbara Hein, CFP®, CDFA™ in providing financial advisory and investment services to the clients of Wealth Advisors of Iowa, LLC.

In addition to working full time, she is active in her church, St. Boniface, and serves on the planning committee for Money Smart Week. Kellie and her husband, Mitch Masters, live near Des Moines with their daughter, Makenna.

Wealth Advisors of Iowa, LLC, a financial services firm, was established in 1999 and is an affiliate of McGowen, Hurst, Clark & Smith, P.C., a certified public accounting firm located in West Des Moines.

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.  Advisory services offered through Wealth Advisors of Iowa, LLC.