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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Building wealth requires protection from the forces of wealth destruction.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Learn when it may not make sense to file a claim on your home insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Why are 401(k) plans, annuities, and IRAs so popular?