Who Our Clients Are

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...

Young families raising kids, middle-stage families preparing to launch those kids into the world in one
way or another, & empty nesters
Those who preferred their nests without any kids at all, thank you very much!
Traditional & non-traditional couples
DIY-investors in search of someone to look over their shoulder
People planning to change careers – or those with that decision thrust ON them.
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 greater Des Moines metro is our largest location of clients, but the rings sure do 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 have kept
the relationship for decades, others are long-distance family members referred to us by clients & friends; in
fact, we have several families that are now on their third generation with us, which is pretty special.

Want to see if we are a good fit for you? We do, too!

515-331-3663
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WHY OUR CLIENTS LIKE WORKING WITH US