Wealth Management Strategies for Business Owners, Professionals & Families
Welcome! We are RockWay Wealth Partners, an independent, comprehensive and collaborative financial planning firm specializing in serving business owners, professionals, and families. Committed to understanding your unique life, we partner with you to serve what you value most and help anticipate your financial needs. We can coordinate all the aspects of your financial life, which helps to optimize your current circumstances & future plan, while also preparing you for unforeseen life events. Partnering with us can allow you to focus more time & attention on the more important & meaningful areas of your life.
Day in and day out, you are faced with a number of financial decisions regarding both your business and family. It can be difficult to find the time to coordinate and proactively manage all of your financial needs, risks and plans. This is where we come in. We strive to serve as your trusted financial partner. We work closely with you and other professional advisors (CPA, Attorney, Property/Commercial Insurance, Banker, Etc...) to develop a collaborative and tailored strategy to help you work toward your goals.
Please take a moment to browse our website. You'll find details about us and our services, along with a tremendous amount of resources (Videos, Articles, Financial Calculators and More!) Based in West Des Moines, we serve clients throughout Iowa, as well as several other states. We invite you to contact us today to set up a no-obligation, complimentary consultation so we can get to know each other and learn how we may be able to help you.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Do you have an estate strategy? You should.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
An increasing number have been developed to help individuals with their personal finances.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Smart investors take the time to separate emotion from fact.