What We Do

Our clients include business people and farmers, retirees and widows. Many come to us with a specific goal like building a healthy retirement or college fund. Others want help saving and staying on budget. In any case, we talk with our clients about what is important in their lives and how their financial situations affect that.

After we’ve had a chance to get to know one another, we put together money management strategies that make sense to our clients. It has been our experience that because of the conversations, the investment strategies we put in place can be successful – you know where your money is and why.

Of course, once we put an investment plan in motion, we’ll still talk to make sure the plan continues to be effective over time. We don’t want or need to make changes all the time, we just want to make sure your plan continues to make sense as life and all its twists and turns carry on. It’s what we do with our money, and what we do for our clients’ as well.

Here at Longenecker we offer a range of solid investment choices to fit our clients’ varying needs. From saving money for your child’s college education and your own retirement, to estate planning and making a major purchase, we can put together a plan that aims to work within your lifestyle while also helping you achieve your financial goals. If you are interested in …

• Saving and planning
  for different stages of your life, then we can get into budgeting, teaching your kids about money and setting up an investment fund

• Saving for retirement
  or managing your funds once retired, we can cover retirement expectations, IRAs and allocation strategies

• Leaving a legacy
  we can discuss wills, estate planning and trusts

• Protecting Your Assets
  we can connect you with resources specializing in insurance such as life, health, casualty and property insurance for your business, home, or loved ones

We’ve aligned ourselves with other prominent professionals in the Des Moines area to meet your needs such as an estate planning attorney, probate/wills attorney, CPA, and bankers.

There’s a lot of information out there, but we’ll share the parts that are important to you and put together different investment options that make sense and help you be more financially secure.