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Bringing Confidence to your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
 

Core Financial Advisory Services

Investment Management

Portfolio design, asset allocation, and ongoing investment strategy tailored to client goals.

Retirement Planning

Strategies for building and managing retirement income, including 401(k), IRA, and pension guidance.

Investment Planning

Holistic planning for short- and long-term financial goals, including budgeting and cash flow analysis.

Estate Planning Strategies

Coordination with legal professionals to help clients preserve wealth and plan for generational transfer.

Tax-Efficient Strategies

Guidance on minimizing tax liabilities through investment and withdrawal strategies.

Specialized Services

Business Owner Solutions

Succession planning, retirement plans for employees, and cash flow management.

Wealth Transfer & Legacy Planning

Helping clients define and implement legacy goals for future generations.

Insurance Planning

Life, disability, and long-term care insurance reviews to help protect client assets and income.

Charitable Giving Strategies

Structuring donations designed for maximum impact and tax efficiency.

Education Funding

Planning for college expenses using 529 plans, custodial accounts, and other tools.

Office Address

2100 Asbury Rd
Suite 1
Dubuque, IA 52001
Local Phone: (563) 557-9400
Bart.Timmerman@wfa.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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