$90MM AUM | $700,000 GDC in Des Moines, IA
Member is Interested In:
We are a firm that focuses in the pre-retiree and retiree market place. We have a holistic financial planning process that we call our TOTALVISION Process. We are looking to grow by purchasing or merging with another practice(s). Our new address will 6000 Grand Ave, Ste. B, Des Moines, IA 50312,effective 4/15/16.