Broker Check

(319) 283-1514

FREEDOM

Vision Statement

Planning for your Financial Freedom...

Meet Our Reps

Neil  Wilkinson

Neil  Wilkinson

Investment Adviser Representative

Learn more
Jeff  Jones

Jeff  Jones

Registered Representative

Learn more
Justin  Shaffer

Justin  Shaffer

Investment Adviser Representative

Learn more


Resource Center

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
Learn More
Traditional IRA vs. Roth IRA

Traditional IRA vs. Roth IRA

Choosing the right path to meet your financial goals.

Learn more
Power of Tax Deferred

Power of Tax Deferred

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

Learn more



FDG Oelwein

guiding you through all of life's changes...

 

Contact Us Today

Local Weather

50662

63°F

Mostly Cloudy

Inspiration Corner

The miracles of nature do not seem miracles because they are so common. If no one had ever seen a flower, even a dandelion would be the most startling event in the world. 

– author unknown