Financial Harmony Designs
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
About us
Are your finances aligned with what is most important to you?
At Financial Harmony Designs we focus on aligning our clients' finances with their core values.
We address the following questions: Do they have the right kinds of protection against the risks life can throw at them? Will they have enough income to maintain their desired lifestyle? Are they taking full advantage of regulations to minimize the bite of taxes? Are their investments positioned to maximize returns at a comfortable level of risk? What kind of legacy do they want to leave?
Addressing these questions forms the core of a true financial plan.
Services | Brokerage Accounts, Mutual Funds, Life Insurance, Roth IRA, Investment Types, Investment Accounts, Estate Plans, IRA (Individual Retirement Account), Insurance, Tax Management, Financial Planning & Management, Insurance (General), Government Securities |
Featured businesses
2750 1st Avenue Northeast, Ste 350, Cedar Rapids, Iowa, 52402
(319) 362-6943
4403 1st Avenue Southeast, Suite 302, Cedar Rapids, Iowa, 52402
(319) 363-6166