Serving Clients Every Step Of The Way
The professionals at Financial Resource Advisors (FRA) have been serving the Cedar Valley for over 30 years. Our mission is to provide the best unbiased, professional wealth management advice to individuals, businesses and qualified plans. As Investment Advisor Representatives of Cetera Advisors LLC , we believe the best investment policy not only strives to achieve a client’s objectives in the long term, but also can weather the financial storms that our economy experiences.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Tax preparation may be the perfect time to give the household budget a check-up.
These food myths will really put a drain on your wallet.
To choose a plan, it’s important to ask yourself four key questions.
There are common mistakes you can avoid when saving for retirement.
For some, the social impact of investing is just as important as the return, perhaps more important.
How to help determine life insurance needs to provide for your family after you pass away.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?