Find a Financial Planner in Polk County, IA

 

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We did the hard work of finding trustworthy partners in Polk County, IA.

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We Only Work With The Best Polk County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Polk County, IA


  • Financial Advisor Close to Polk County, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Polk County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Polk County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Polk County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.9% of Polk County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Polk County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Polk County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Polk County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Polk County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Polk County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Polk County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Polk County, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Polk County, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Polk County financial advisors.
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How Retirement-Friendly is Polk County, IA?

  • Population: 479,612
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $188,000
  • Average Monthly Housing Cost: $1,065
  • Average Household Income: $88,311
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)


The Top Financial Advisor Firms in Polk County, IA


RETIRERIGHT CONSULTING GROUP

Website

(515) 868-0309

1200 Valley West Drive
Suite 707
West Des Moines, IA 50266

SEC#: 801-116809
Years in Business: 2 years

MIDWEST HERITAGE FINANCIAL ADVISORS

Website

(515) 246-8378

3580 Ep True Parkway

West Des Moines, IA 50265

SEC#: 801-119038
Years in Business: 1 years

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

Website

(515) 223-7487

1441 29th Street Ste 310

West Des Moines, IA 50266

SEC#: 801-119235
Years in Business: 0 years

FBL INVESTMENT MANAGEMENT SERVICES, INC.

Website

(515) 225-5400

5400 University Ave

West Des Moines, IA 50266

SEC#: 801-7655
Years in Business: 49 years

WEALTH ADVISORS OF IOWA, LLC

Website

(515) 200-7812

1601 West Lakes Parkway
Suite 200
West Des Moines, IA 50266

SEC#: 801-118210
Years in Business: 1 years

BOYLE CAPITAL

Website

(515) 327-1870

1230 Office Plaza Drive

West Des Moines, IA 50266

SEC#: 801-67954
Years in Business: 14 years

VALIANT WEALTH, LLC

Website

(515) 223-6068

3408 Woodland Ave
Suite 204
West Des Moines, IA 50266

SEC#: 801-108491
Years in Business: 4 years

GILBERT & COOK, INC.

Website

(515) 270-6444

5058 Grand Ridge Drive

West Des Moines, IA 50265

SEC#: 801-107546
Years in Business: 5 years

SYVERSON STREGE

Website

(515) 225-6000

4125 Westown Parkway
Suite 104
West Des Moines, IA 50266

SEC#: 801-54959
Years in Business: 23 years

COMPASS FINANCIAL SERVICES

Website

(515) 327-1020

4801 Westown Parkway

West Des Moines, IA 50266

SEC#: 801-118466
Years in Business: 1 years