At this point, I am thinking I need to get an advisor here pretty soon. I am applying for a much higher position in my company, and if I was to get it, my income would probably rise nicely also. Since I am used to living on my current salary, I want to take the difference and invest it all. Anyone know any good advisors in the dsm area? I guess I am looking for advice on who to use that is trustworthy since this is a huge decision for me.
I do some investing with this group: Foster Group, Inc. Financial Planning and Asset Management They started very small right here in Iowa and now have clients all over. They are very personable and have kept the same kind of service and attention you'd get from a small town business. When their client base expands they expand their staff in order to maintain that. Usually have a really nice client appreciation dinner once a year and several outings where they offer free I-Cubs or Stars tickets too so I've been very satisfied.
I also like to keep tabs on money market savings for my more liquid funds and found this site which keeps tabs on interest rates: Money Market Rates & Best High Interest Savings Accounts If you are keeping thousands in your checking you are missing out on easy interest money by not having one of these accounts. I transfer money to and from mine all the time and it usually gets processed in a couple days. Your checking probably pays next to nothing while you could be earning over 5% on any unnecessary funds you have in there.
We use Adam Obrecht (LWBJ in West Des Moines) for our IRAs and for overall financial planning. He is a family friend and does a great job for us and most importantly is a Cyclone and ISU grad. email@example.com
The wife, I , and my parents all use Karl Ritland from the Edward Jones in Pleasant Hill (266-8188) and call all hours for questions. Karl and wife are both ISU alumni, sit in section 0, and tailgate in A4.
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