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4304 220th Trail, STE 5
Amana, IA 52203

Phone:

319-622-3774; 888-622-3774

E-mail:

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At LongView Financial, we work as a team to serve your comprehensive financial needs. Each client has a continuum of unique experiences, so it's important for us to take an individualized approach and use those experiences to assist you through life changes and adapt your financial plan accordingly for the future.  We start by understanding your current financial picture, your goals and what retirement means to you. Next, we will work to anticipate life transitions and establish financial objectives to guide you every step of the way through retirement. We look forward to growing our relationship with you!

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains how future tax rules may impact deductibility of charitable donations.

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Explains that landlord policies don't cover tenants' personal property.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck