709 1st Street
Suite 3
Keosauqua, IA 52565

LinkedIn

Jan S. Towne CPA, CFP®, PFS

(319) 293-7176

 
 

Related Content

The Pros and Cons of a NUA Strategy

The Pros and Cons of a NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.