The services we offer are not bound by geography. FRA has relationships well beyond the Cedar Valley, across Iowa and the United States. Technology erases borders and provides ample opportunity to understand and respond to each client’s unique situation.
Investments, Financial Advice, and Risk Management
- Specific need analysis or comprehensive financial and estate planning
- Advisory programs with custom strategies, research and recommendations for investments and products
- Monitor and manage investment portfolios, including auto-rebalancing of asset allocations
- Analyze investment and planning risks such as lifetime income, death, disability, long-term care
- Manage and seek to protect assets and income through appropriate insurance products
- Facilitate transactions and review account performance
- Evaluate net worth and analyze cash flow
- Offer household consolidated statements and web access
- Collaborate with other professionals on your team (e.g. attorney, CPA) as needed
Employer Retirement Plans and Business Financial Consulting
- Financial services to employer sponsored retirement plans such as 401(k) and Cash Balance Pension Plans
- Professional guidance to management on investments, risk and fiduciary duties, and education
- Advice and financial analysis for projects, business planning and transition planning
