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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirees traveling abroad need to know that their health insurance travels with them.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Do your insurance needs stay the same when the nest empties?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The item most homeowners forget on their home improvement project checklist is insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.