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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

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

 

The Utility of Sector Investing

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

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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