Wealth Management for Businesses, Non-Profits, Owners, Professionals & Families
Welcome! We are RockWay Wealth Partners, an independent, comprehensive and collaborative financial planning firm specializing in serving businesses & non-profit organizations, owners, professionals, and families. Committed to understanding your unique circumstances, 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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Making the most of surprises is a great reason to work with us.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Marriage changes everything, including your insurance needs.
Understanding how a stock works is key to understanding your investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.