A piggy bank isn't the only way you can save for your future. We offer many savings plans through our Ascentra Retirement & Investment Services (ARIS) program. We walk with you through the road map of investing together step by step.
To schedule a complimentary consultation call us at
Learn more about your Financial Advisor Brooke Bowie
Social Security Maximization Seminar
When: Thursday, March 22nd at 5:30 p.m. and 2nd session at 6:30 p.m.
Where: Bettendorf Public Library, 2950 Learning Campus Drive
RSVP to Brook.Bowie@cunamutual.com or 563-459-6916
We look at your financial situation comprehensively and holistically. The most important part of this process is listening carefully to your goals and concerns. We ask the questions that allow us to develop and implement a strategy designed to meet your current and future goals and dreams.
We’ll listen carefully and conscientiously to your goals and desires for the future. Our thorough discussion allows us to get to know you on a personal level and includes learning about family dynamics, work history, special circumstances that may affect your financial goals and your thoughts about money. This will enable us to provide you with a comprehensive analysis of your current financial situation.
2. ANALYZE & RECOMMEND
With the personal and financial data that we gathered in our initial meeting we will evaluate your alternatives, then share with you a financial plan that will help provide you with a road map to meet your personal and financial goals.
We will put your plan in place. We want you to feel confident about your plan of action. Once you have a chance to review your comprehensive plan we will discuss if there are any specific adjustments that need to be made, and specific product and service recommendations.
We’ll stay connected with you. You’ll find Ascentra Retirement & Investment Services to be an active and committed partner in making sure your plan continues to help you reach for your financial goals over time. We have established a comprehensive annual review process that includes reviewing any changes in the economy, your life, health, and income and tracking your plan of action.
Securities registered in: Iowa, Illinois. FINRA registered branch addresses:
- 2339 53rd Avenue, Bettendorf, Iowa 52722
- 1116 South 14th St., Clinton, Iowa 52732
- 2419 Park Ave., Muscatine, Iowa 52761