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Johnston Office

5460 Merle Hay Road,

Suite J
Johnston, IA 50131

Who Our Clients Are

A Little About Our Clients...<br/>

A Little About Our Clients...

Marketing books say to NEVER claim, "We work with everyone," but the truth is, we would never feel comfortable having rules or guidelines about who our clients need to be. So our clients range from young couples in their 20's with start-up businesses or unexpected inheritances, to people in their 8th decade of life thinking about how to best arrange their legacy. And a whole lot of folks in between!

Who Our Clients Are...

  • Parents raising kids or preparing to launch those kids into the world one way or another
  • Traditional & non-traditional couples
  • DIY-investors in search of someone to look over their shoulder
  • People planning to change careers
  • Those in all stages of retirement planning
  • Sons & daughters charged with caring for an aging relative or navigating their own inheritances
  • Those recently widowed looking for a path forward with some advice along the way.

Where Our Clients Are...

The Des Moines metro is our largest location of clients, but the rings expand beyond “home” -- around Iowa, further into the Midwest, & even across the country.

Many of our clients have winter or summer homes outside the state, some have moved away but kept the relationship for decades, others are long-distance families members referred to us by clients & friends.

Contact us today to see how we can help you: