NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOUR GOALS DESIGNED FOR YOU

The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 40 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times.

With locations in Security State and Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.

 

Helpful Content

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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Investing with Your Heart

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Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Important Birthdays Over 50

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate the potential capital gains taxes due on your transactions.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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Smart investors take the time to separate emotion from fact.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.

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