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Financial Planners Ames IA

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Ames, IA that can help answer your questions about Financial Planners.

Laura West
West Financial Advisors, LLC
(515) 382-2960
1400 Fawcett Parkway
Nevada, IA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, College/Education Planning, Women's Financial Planning Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Paul M. Caspersen, CFP®
(515) 294-4407
2505 University Boulevard
Ames, IA
Firm
University of Florida Foundation, Inc.
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Non-Profit Employees

Data Provided By:
Mr. Darren C. Gauck, CFP®
(515) 232-3042
328 Main St
Ames, IA
Firm
Midwest Financial
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided By:
Laura Kay Brannen West, CFP®
(515) 382-2960
1400 Fawcett Pkwy Ste A
Nevada, IA
Firm
West Financial Advisors, LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Ms. Tamra A. Shadlow, CFP®
(515) 733-5113
530 Broad St
Story City, IA
Firm
Edward Jones Investment

Data Provided By:
Mr. Richard Schany Nelson, CFP®
405 5th St
Ames, IA
Firm
LPL Financial

Data Provided By:
Ms. Shelley K. Magnani, CFP®
(515) 232-0228
414 S 17th St Ste 102
Ames, IA
Firm
LPL Financial Services
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. James E. Dickson, CFP®
(515) 232-5160
PO Box 322
Ames, IA
Firm
James E. Dickson, CPA, CFP
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Randall V. Hertz, CFP®
(515) 382-6596
PO Box 500
Nevada, IA
Firm
Hertz Associates

Data Provided By:
Clark Grinde
1028 Lafayette Avenue
Story City, IA
Company
Title: President, Financial Advisor
Company: CG Financial Consulting, LLC
Education
Iowa State University, BA
College for Financial Planning, CRPS [Chartered Retirement Plans Specialist]
Years Experience
Years Experience: 14
Service
Life Insurance,Hourly Financial Planning Engagements,Investment & Portfolio Management,Retirement Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina