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 Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
An increasing number have been developed to help individuals with their personal finances.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Make your retirement as exciting as your next vacation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.