Broker Check

401K/403(B) MANAGEMENT

Hard Work Pays Off – So Does Smart Financial Planning. United Iowa Financial helps you understand the ins and outs of today's financial markets so you can grow your wealth and plan for the future.

HIGHER EDUCATION

HIGHER EDUCATION

You have a choice! United Iowa Financial is happy to offer employees of certain public universities personalized investment management, retirement planning, and comprehensive financial strategies. Our team of independent advisors can work directly with retirement plan accounts on the *TIAA and Fidelity retirement platforms. With years of expertise and experience working with university employees, your United Iowa Financial team can help with all of your investing, service, and planning needs.

HEALTHCARE

HEALTHCARE

Empower yourself today for a brighter future! We are excited to introduce personalized, one-on-one investment management and planning services for healthcare professionals on the *TIAA and Fidelity retirement platforms. United Iowa Financial brings industry leading participant level advice to employees of certain local hospitals and healthcare organizations. Our team of advisors will work directly with you to create savings and investment strategies, retirement planning, and comprehensive financial plans to help you work toward your goals.

*United Iowa Financial is not sponsored by, affiliated with, or in any way related to TIAA, CREF, Fidelity, or any subsidiaries or institutions of higher education or healthcare. TIAA and Fidelity have not reviewed and is not responsible for any of United Iowa Financial’s content. Any materials or information linked provided by United Iowa Financial are based on sources TIAA and Fidelity believe to be reliable, but do not guarantee that such materials or information are accurate or complete.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn More

Have a Question?

Thank you!
Oops!