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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The tax rules that govern donating art are complex and confusing. Take a closer look.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A look inside the U.S. government's statistics on household net worth.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you explored all your options when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.