BOSCH FINANCIAL, INC.
200 First Street Southwest, Cedar Rapids, IA 52404
Since 1859
Traditional and Roth IRA, Coverdell Education Savings Account, Disability and Long-Term Care Insurance, Municipal and Government Bonds, Deferred Compensation Plans, Estate and Financial Planning, Equity, Indexed, Group and Variable Annuities, 529 Plans, Life Insurance, 401K Retirement Plans, Investment Accounts & Advisory Programs
Specializes in individual retirement/education planning ● Provides simplified employee pension, pension/profit-sharing & employee stock ownership plans ● Provides innovative and practical financial programs for their valued clients ● Cash flow analysis and roth ira conversion calculator available
TBR® Inspection Report
TRUENORTH WEALTH MANAGEMENT
500 1st Street Southeast, Cedar Rapids, IA 52401
Since 2001
Business Succession, Income, Gift and Estate Tax Planning, Variable Annuity, Traditional and Educational Ira, Common Stock, Asset Allocation, Portfolio Strategies, Bonds, Retirement, Estate, College, Tax, 401K and 403B Planning, Money Purchasing and Profit Sharing Plans, Disability Income & Life Insurance
Focuses on qualified retirement planning ● Their experienced and committed wealth management team advises select families, business owners, corporate executives, healthcare professionals and institutions ● Offers access to professional institutional money management as well as alternative investment strategies
TBR® Inspection Report
IAN S ROBINSON
343 Edgewood Road Northwest, Cedar Rapids, IA 52405
Since 1922
EDWARD JONES - Investors Saving for Retirement, Pension, 401K and Retirement Planning, Social Security, Traditional and Roth IRA, College Savers, Insurance & Estate Needs
Provides they can develop a solid retirement savings strategy ● They can also monitor your progress to help make sure you stay on financial track