Client Center

FINANCIAL PLANNING

McGowen, Hurst, Clark & Smith, P.C. and Wealth Advisors of Iowa work in tandem with our strategic partners to provide you with services that will help you grow and maintain wealth accumulation. Our services include:

  • Financial Planning
  • Retirement Planning
  • Individual Tax Planning and Preparation
  • Risk Management
  • Saving for Major Expenses
  • Pension Management and Consulting
  • Estate Planning
  • Education Planning

McGowen, Hurst, Clark & Smith, P.C. and
Wealth Advisors of Iowa, LLC

Your financial future depends on your ability to manage your money and put it to work for you. Developing a financial plan in today's environment can be an enormous and daunting task for many of us. This is why McGowen, Hurst, Clark & Smith, P.C. and our affiliate, Wealth Advisors of Iowa, LLC, partner with experts to provide you with sound financial advice you can trust.

At MHC&S, we integrate our tax knowledge of the current -- yet ever-changing -- tax laws with the financial and investment expertise of our professionals at WAI and our other strategic partners. Together, we provide you with the experience and resources to develop a plan to help preserve and enhance your assets. We do this by listening to your financial needs and desires, providing objective investment advice, and committing ourselves to excellent customer service for the long haul.

What are the benefits of working with WAI?

Partner
We partner with high quality professionals. They are experienced, knowledgeable advisors who share our values.

Advocate
Your best interest is our priority. We work diligently on your behalf to ensure you are satisfied and your expectations are met and exceeded.

Liaison
Our Financial Services Liaison will be your voice between your CPA and our trusted advisors, making sure your questions or concerns are taken care of immediately. No issue is too small.

Our Liaison will be involved by getting to know you and your financial needs, attending meetings between you and your advisor, and reviewing your statements for anything that needs attention. We know how important your finances are; that's why we offer this service at no additional cost to you.

What services do WAI and our strategic partners provide?

Personal

Personal Financial Planning

  • Retirement Analysis
  • Estate Planning
  • Disability Income
  • Income Tax Analysis
  • Education Planning
  • Charitable Giving
  • Comprehensive Financial Planning
  • Social Security

Risk Management

  • Life
  • Long Term Care
  • Disability
  • Property and Casualty
  • Individual Health
  • Medicare Supplements

Individual Tax Planning and Preparation
Investment Management

Business Owners

Company Retirement Plans
Employee Benefits
Business Succession Strategies
Business Continuation Strategies
Executive Compensation Strategies
Risk Management

  • Errors and Omissions
  • Professional Liability
  • Property and Casualty Lines
  • Surety

 

Kellie Masters, CERTIFIED FINANCIAL PLANNER™

Advisory Services offered through Wealth Advisors of Iowa, LLC, a State of Iowa Registered Investment Advisor, and an affiliate of McGowen, Hurst, Clark & Smith, P.C. Certified Public Accountants and Business Advisors