Services

MHC&S and WA of IA work in tandem to provide you with services that will help you grow and maintain wealth accumulation.  Our services include:

• Comprehensive Financial Planning
• Define long and short term goals
• Compile financial assets
• Develop an investment strategy complimentary to your goals
• Implement plan and monitor progress
  
• Retirement Planning
• Determine future income needs
• Establish a retirement investment plan
• Evaluate current retirement plans
  
• Individual Tax Planning and Preparation
• Project federal and state income tax
• Stay abreast of changing tax laws
• Develop a tax-deferred strategy
  
• Risk Management
• Evaluate income needs during disability or early death of a spouse
• Develop long term care plan
  
• Saving for Major Expenses
• A college education
• New business/second career
• A special occasion like a wedding or vacation
  
• Pension Management and Consulting
• Review retirement plan design
• Enroll and educate employees
• Provide investment updates
  
• Women in Financial Transition

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