Broker Check
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 25 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

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

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

View all calculators arrow

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow