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<strong>We Work For You.</strong>

We Work For You.

Welcome, I’m Jim Smith, a financial professional in Iowa City, Iowa. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, financial goals and objectives.

<strong>Our First Priority? You.</strong>

Our First Priority? You.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our financial professionals have many years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call (319) 351-3913.

About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Team

Our Team

Our advisors are ready to evaluate and support all your potential investments.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin