A personal message to our clients from the owner: After a three-year stint of teaching/coaching in the ’70s, I entered the insurance and investment profession. A management position attracted me to Sioux City in 1983 following a few years of corporate and personal sales experiences in eastern Iowa. After assessing the career I wanted to pursue in 1985, I chose to reenter personal sales and start my own advisor practice. From life insurance and risk management products, our practice has evolved with more comprehensive services. The majority of our clients are seniors; thus, our focus is on retirement and estate planning. My wife, Sue, is a counselor in the Sioux City Schools. We stay busy with our career obligations, community and church involvement, and family commitments. We have five children and six grandchildren that we enjoy very much. Golfing, boating, movies, athletic events, and traveling comprise our pastime.
Our clients are one of our greatest blessings. We would invite you to become part of our family. Wishing you all the best! Mike
Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.