Broker Check
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

Helpful Content

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow