6818 Worcester Rd, Palo, Iowa, 52324
(319) 393-7474
Finance & Insurance > Financial Planning & Investments
At OneWay Financial & Estate Solutions, Inc., we understand that many people, whether building their first nest egg or working towards retirement, face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare and insurance costs.
We don't offer "get rich quick" schemes. We promise to teach you basic common sense financial rules and principles so you are able to make your own informed, educated decisions. We show you how to maximize market gains while minimizing risk. We sell products that guarantee absolutely no loss on your initial investment or any of your gain. We also offer plans that act like pensions so you know your future is secure. Many times in conversation we uncover financial needs or desires you didn't realize could be so easily addressed. But, we do not sell or endorse any "get rich quick" advice.
Over the past 20 years, we have learned to keep it simple. In essence, to treat you like family. We will educate you, take time to learn from you, treat you with respect, and promise to serve you. So, if you want something more than a "financial institution" - come be a part of our "family." Let us show you the way.
Monday:
9:00am
to 4:30pm
Tuesday:
9:00am
to 4:30pm
Wednesday:
9:00am
to 4:30pm
Thursday:
9:00am
to 4:30pm
Friday:
9:00am
to 4:30pm
Year established: 1989
Languages: English
Tags: Retirement Income, Retirement Income Designer, Retirement Designer, Financial Planner, 401K rollovers, Business Planning, Legacy Planning, Estate Planning, Comprehensive Income Planning, Social Security, Annuities, Wealth Management
Products: Retirement Income Planning, Estate Planning and conservation, Social Security, Medicare, Health Insurance (Indiv/Group), Annuities, Life Insurance, Wealth Management, Non-Qualified accounts and IRAs (Traditional, Roth, SEP) 401K and 403B Rollovers
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