• Financial Planning and Wealth Management Consultation

    Offer Valid: 12/01/2020 - 01/31/2021
    Call or email today to schedule an appointment for a free review of your financial planning, insurance coverages, and investment performances!
    I am proud to work with both New York Life Insurance Co. and Masters Financial and Insurance Group LLC to provide my clients with a wide array of tools for everything from long term care insurance to mutual funds, and even professionally managed investment portfolio accounts. Masters has been working to help clients in Council Bluffs and across the nation design and execute custom tailored financial plans that enable them to achieve their financial goals for more than 20 years. Masters Financial and Insurance Group focuses on taking a wholistic approach to financial planning in order to take into account all factors could have an impact on our clients over time.

    This Hot Deal is promoted by Council Bluffs Area Chamber of Commerce.