Broker Check

Peoples Financial Planning

Peoples Financial Planning

(319) 499-5339

Peoples Financial Planning is an investment management and consulting firm dedicated to providing strategies for our clients.

We are highly focused on the following.

  • Designing retirement income portfolios
  • Managing 401k plans for small to mid-sized companies

We believe this is best achieved by following a disciplined planning process with each of our clients.

We deliver investment strategies based on established theories and academic research. Nobel Prize-winning research known as Modern Portfolio Theory has led to a better understanding of risk and return.

Our primary focus is to help our clients understand and minimize the amount
of risk they need to accept in order to pursue their goals.

If you are retired or focused on managing your retirement

If you are a small to medium-sized business

If you prefer full disclosure from an independent advisor over hidden fees & commissions