Planning clarifies objectives and builds routes to your specific destination.
Financial Resource Advisors (FRA) is an independent financial advisory firm owned and managed by people dedicated to each client's success.
For decades we have earned and maintained our clients' confidence. Their future is our priority and it's faithfully at the center of our financial advice, investment and risk management strategies, and business decisions.
Our experienced advisors guide our clients through a lifetime of financial decisions.
We Guide. You Decide.
For most people, their 401(k) is the largest part of their retirement funds. BEYOND401k opens the world to your investment options with personalized retirement planning.
FRA was named First Place in the ‘Best of the Best,’ Financial Services category, in the Waterloo Cedar Falls Courier’s 2020 promotion. This came as a welcome surprise since voting was open to all Courier* readers.
*The Courier’s Reader’s Choice Best of the Best In Cedar Valley Awards are chosen via readers’ votes. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Enjoy the fruits of your labor. Financial Resource Advisors (FRA) will help you plan for your retirement and prepare you for what's to come.
We manage money: 401(k), inheritance, daily savings. We help you see what you have, estimate what you will need, and put your money to work for you. Professional guidance helps you make objective decisions, too.
FRA specializes in retirement programs, such as 401(k) plans, and provides top-level guidance to your company’s management on all aspects of plan operations, including investments, risk and fiduciary duties, and employee education.
Financial Resource Advisors is truly a team-based advisory firm. Our company is intentionally structured as a team, not a collection of separate advisory practices. A team approach to financial planning, investing and business consulting increases the benefits and value we deliver to our clients. Our team consists of lead advisors, service advisors, and client service specialists so that multiple people walk alongside you now and for years to come.