Find a Financial Planner in West Des Moines, IA

 

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We Only Work With The Best West Des Moines 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 West Des Moines, IA


  • Financial Advisor Close to West Des Moines, 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 West Des Moines 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 West Des Moines 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.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in West Des Moines, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.6% of West Des Moines's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the West Des Moines area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the West Des Moines area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the West Des Moines area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the West Des Moines area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the West Des Moines area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the West Des Moines area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in West Des Moines, 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 West Des Moines, IA

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

  • Population: 65,606
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $221,800
  • Average Monthly Housing Cost: $1,132
  • Average Household Income: $103,983
  • 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 West Des Moines, 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: 1 years

MIDWEST HERITAGE FINANCIAL ADVISORS

Website

(515) 246-8378

3580 Ep True Parkway

West Des Moines, IA 50265

SEC#: 801-119038
Years in Business: 0 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: 13 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