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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do you have an estate strategy? You should.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Six overlooked tax deductions to help manage your tax bill.
How long does a $20 bill last?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how to set up your financial goals for success? This knight does.
Are you ready for retirement? Here are five words you should consider.