Who We Serve

THE SAME THINGS THAT DEFINE YOUR LIFE—YOUR CAREER, FAMILY, INTEREST, GOALS AND VALUES—DEFINE YOUR NEEDS IN RETIREMENT. YOUR FINANCIAL PLAN SHOULD REFLECT THOSE THINGS TOO.

At United Iowa Financial, we work with you to understand who you are now and where you’re heading to formulate a plan that takes you where you need to be. Just like every client we serve, each plan is unique and focused on achieving unique and specific goals. Your goals.

INDIVIDUALS<br/>&#38; FAMILIES

INDIVIDUALS
& FAMILIES

We help individuals across every profession and every stage of life set and meet their goals for the future—from saving for retirement or your children’s education to leaving behind a legacy and pursuing the passions and hobbies that give your life meaning.

  • Investment Management
  • Retirement Planning
  • Cash Flow Management
  • Education Planning
  • Trust and Estate Planning
  • Life Insurance and Long-Term Care Planning
  • Charitable Gift Planning
  • No Account Minimum
HIGHER<br/>EDUCATION EMPLOYEES

HIGHER
EDUCATION EMPLOYEES

We share your love of learning and consider ourselves to be educators, too. At United Iowa Financial, our advisors stand by your side throughout your career to help you understand the ins and outs of saving for retirement, and how to make the most of your employee benefits.

  • TIAA and Fidelity Retirement Account Management
  • Investment Management
  • Retirement Planning
  • Guidance on Employer Benefits
  • Cash Flow Management
HEALTHCARE<br/>PROFESSIONALS

HEALTHCARE
PROFESSIONALS

Caring for the community you love is a top priority. We help you create a financial plan that supports your goals so you can build a legacy that continues to serve the people and places that matter to you long after you’ve hung up your scrubs.

  • TIAA and Fidelity Retirement Account Management
  • Investment Management
  • Retirement Planning
  • Guidance on Employer Benefits
  • Cash Flow Management
  • Education Planning
  • Trust and Estate Planning
ENDOWMENTS &#38; FOUNDATIONS

ENDOWMENTS & FOUNDATIONS

A community is only as strong as the people who support it. At United Iowa Financial, we’re committed to helping individuals and organizations make a lasting impact on the world around them through philanthropy and planned giving.

  • Investment Management
  • Investment Profile Statement (IPS) Design
  • Fiduciary Education
  • Endowment-style Cash Flow Planning
  • Gifting Strategies

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