Hawkeye Brokerage Center

Our Vision

At Hawkeye Brokerage Center, we believe financial planning shouldn't be a one-size-fits-all approach. With a diverse team of experienced professionals and a commitment to personalized strategies, we empower you to achieve your financial goals and navigate the ever-changing financial landscape.

Who We Are

Established over 35 years ago, Hawkeye Brokerage Center is a trusted partner for individuals and families throughout the Midwest. We leverage our extensive experience to provide comprehensive financial planning solutions, encompassing investments, retirement planning, estate management, insurance, and tax planning.

Our Approach

We take a personalized approach to financial planning, getting to know you and your unique goals and concerns. We listen carefully to your needs and aspirations, then work collaboratively to develop a customized strategy that aligns with your individual circumstances.

Investment Planning

• Creation of a tailored investment portfolio aligned with your risk tolerance and financial goals.
• Regular review and rebalancing of your portfolio to ensure it remains aligned with your objectives.

Retirement Planning

• Comprehensive analysis of your retirement accounts and plans.
• Guidance on maximizing retirement savings and contributions.
• Strategies to achieve your desired retirement lifestyle.

Estate Planning

• Development of a personalized estate plan that addresses your financial and emotional needs.
• Review and update of your existing estate documents, such as your will, power of attorney, and trust.

Insurance Planning

• Review of your current insurance coverage to ensure it adequately protects you and your loved ones.
• Guidance on obtaining the right insurance coverage to address your specific needs.

Tax Planning

• Comprehensive review of your tax situation and identification of potential tax saving opportunities.
• Strategies to optimize your tax liability and maximize your returns.

Our Commitment

We are committed to providing our clients with:

• Personalized attention: We take the time to understand your unique needs and goals.
• Communication and transparency: We keep you updated on your financial situation and the progress of your plan.
• Ongoing support: We are always available to answer your questions and address your concerns.