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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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
Pundits say a lot of things about the markets. Let's see if you can keep up.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What can be learned from the savings rate?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are common mistakes you can avoid when saving for retirement.
This checklist can give you a quick snapshot of how prepared you are.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.