United Iowa Financial

At United Iowa Financial, we believe that true financial success goes beyond mere numbers. It's about empowering individuals and families to achieve their unique goals and dreams, creating a solid foundation for a secure and fulfilling future. We're dedicated to providing comprehensive, personalized guidance and support, helping our clients navigate the complexities of today's financial landscape with confidence. We understand that every individual's journey is unique, and we tailor our approach to meet the specific needs and aspirations of each client.

We believe in fostering long-lasting relationships built on trust, transparency, and a genuine commitment to our clients' well-being.

Our Services

We offer a wide range of financial planning services designed to address every stage of life.

• Individual and Family Planning: We work closely with individuals and families to understand their financial goals, risk tolerance, and time horizon. Whether it's saving for retirement, funding a child's education, purchasing a home, or leaving behind a legacy, our customized plans provide a roadmap to achieve financial independence and long-term success.

• 401(k) and 403(b) Management: As trusted partners for many universities and hospitals, we offer robust retirement planning solutions to employees. Our actively managed retirement accounts are designed to help participants maximize their retirement savings through strategic investment strategies and personalized financial guidance.

• Women and Investing: We recognize that women face unique financial challenges, often stemming from pay gaps, career interruptions, and longer life expectancies. Our team of advisors specializes in crafting tailored investment strategies that address the specific needs and goals of women at every stage of their financial journey.

• Endowments and Foundations: We are dedicated to supporting the philanthropic endeavors of individuals and organizations. Our expertise in endowment and foundation management helps secure the financial health of these important institutions, ensuring their ability to make a lasting impact on the world.

Our Values

Integrity lies at the heart of everything we do. We are committed to providing transparent, ethical, and objective advice, earning the trust and loyalty of our clients. We believe in fostering a culture of collaboration and continuous learning, staying abreast of industry trends and advancements. Our team of experienced advisors is dedicated to providing personalized attention and meticulous service, ensuring our clients receive the highest level of care and support.

We are passionate about empowering our clients to take control of their financial future. We strive to create a supportive and empowering environment where individuals can feel confident making informed financial decisions.