Contact Info
-
Address:
4620 E. 53rd Street
Suite 200
Davenport, IA 52807 -
Time:
Mon-Fri:
8:30 AM - 5:00 PM -
Phone no:
(563) 344-5888 -
Email Address:
[email protected]
For a complete review of your portfolio, or our “Financial Fresh Look,” fill out and submit these two forms, along with your contact form.
Contact Form
What You Can Expect From Us
If you work with us, you can expect:
- A detailed and very comprehensive review of your existing portfolio
- Instructions on how to increase your spendable income by reducing your overall tax burden
- Advice on how to increase the odds of receiving investment returns
- Exit and profit taking strategies
- A list of where your investments rank compared to other investments
Items We Need to Help You
In order to make our meeting beneficial for both you and us, we will need your:
- Last year's tax returns
- IRA/401(k) and other investment statements
- Brokerage firm statements
- Will and/or trust documents
- Life insurance/annuity atatements & policies