Broker Check

Tom Fox, CLU®, CFP®
(319) 393-6526

Services Offered:

Financial Planning:

“Financial planning subject areas” denotes the basic subject fields covered in the financial planning process which typically include, but are not limited to:  

  • Financial Statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Insurance Planning and Risk Management
  • Employee Benefits Planning
  • Investment Income Tax Strategies
  • Investment (pre-retirement) Planning
  • Retirement Income Planning
  • Pre/Post Divorce Planning
  • Charitable Planning
  • Estate/Legacy Planning
  • Education Planning

    Investments:

  • Mutual Funds
  • ETFs – Exchange Traded Funds
  • Individual Stocks
  • MLPs – Managed Limited Partnerships
  • REITs – Read Estate Investment Trusts

    Risk Management:

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance

    Types of Accounts:

  • Educational IRA – 529 College Savings
  • UTMA/Custodial Accounts
  • Traditional IRA & Rollovers
  • Roth IRA & Conversions
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Group Retirement Plans – 401(k), 403(b)