Justin Dams, CRPC®, MBA
Vice President, Wealth Management
Helping you with your accounts is an honor I won't take for granted. I love helping others make important financial decisions, like what to do with their retirement accounts when they change jobs or retire. Working together, we will focus on your key financial goals which may include:
- Retirement Planning - determining which account(s) to use, and how.
- Investment Advice - using investments appropriately, and adjusting your allocations over time.
- Income Planning - effectively planning for income in retirement (Social Security, pension, withdrawals).
- Estate Planning - wisely planning for your beneficiaries.
Investment Advice involves using investments appropriately and adjusting your allocations over time. Income Planning focuses on effectively preparing for income in retirement, including Social Security, pension, and withdrawal strategies. Estate Planning means wisely planning for your beneficiaries.
My approach is to educate you, offer appropriate choices, and guide you through the entire process. Please contact me to learn more.
My Credentials
- In the industry since 1998
- BA in Mathematics and Finance from the University of Northern Iowa (Go Panthers!)
- MBA in Business Management from the University of Northern Iowa
- Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning
Professional Services
- Investment Management
- 401(k) Planning
- Wealth Management
- Comprehensive Financial Guidance
- Retirement Planning
- Retirement Income Planning
- Estate Planning