5460 Merle Hay Road
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!
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:515-331-3663