Financial Services
Expedition Insurance Services can help you with your financial management by referring you to our sister company, Expedition Wealth Management. Below is some information from their website. You can find out more by visiting their website at Expeditionwm.com. You can contact them directly at (515) 777-2041, or let us know if you’d like to meet with them.
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At Expedition Wealth Management, we’ll help guide you through some of the most important decisions in your life.
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Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you.
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Our team is built on the idea of defense and minimizing risk. We help make sure you don’t take unnecessary risk with the hard-earned money you’ve worked for. When you visit with us, you won’t feel pressured, you’ll feel like family.
We Put You At The Center Of Our 5-Step Process.
1. Discovery
Through a combination of phone calls and in-person meetings, we'll work with you to understand your needs and goals. We realize that your needs are unique and that you are busy spending time with family and friends, building a business or just enjoying the little things in life. We recognize the value of your time and we will customize our discovery process around you and your schedule.
2. Analyze
We will develop a comprehensive plan based on your needs using a variety of resources. There is more to Financial Planning than assets, investments and net worth. Our process will help us understand what you want to do with your money, as well as help us identify your concerns, expectations and goals.
3. Recommendation
We have a comprehensive range of investment, advisory and protection products from leading carriers that we can offer you to meet your needs.
4. Implementation
We will use the latest in technology to implement your plan securely with convenience in mind, all while trying to reduce our environmental footprint through the elimination of unnecessary printing and mailing.
5. Review
Periodic reviews of your investment and protection products is imperative to ensuring your products continue to meet your needs through all stages of your life. Based on your availability and needs, we will schedule annual or semiannual meetings with you to review your portfolio.
Jeff Baker offers securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. does not provide tax or legal advice.
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