The Premier Companies of Carroll and Ames, Iowa provide a vast array of financial services. John M. Sklenar is founder and President of The Premier Companies, a group of companies specializing in taxation, estate and retirement transition planning.

The Premier Companies (Carroll and Ames, IA)
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Retired couple
The Premier Companies, with locations in Ames and Carroll, IA, offers over
38 years of experience.  Our staff desires a value-added working relationship with you and your family. Premier offers a wide range of services and advice to help you take advantage of significant opportunities.


SERVICES INCLUDE:
• Income Tax Planning and Preparation
• Estate Tax Planning
• Asset Protection
• Estate Planning
• Retirement Planning
• Cash Flow Planning
• Investment Management
• Federal Employee Information

• Risk Analysis
• Arrange for Will & Trust Review
   with qualified attorney

• Life Insurance Reviews
• Long-Term Care Planning
• Retirement Goal Setting
• Bookkeeping
• Medicaid Planning

The Premier Companies has the Complete Plan Process that is essential to meeting your financial needs; giving personal attention as our number one priority.  You will receive the service you need, including a personal evaluation of your financial condition and performance, information that can help you make crucial decisions and help to formulate solutions in areas needing change.

We help you set goals for your future, help you implement your plan and review it regularly to be sure it continues to meet your needs. This is done through a complete team of professionals including lawyers, investment specialists, estate planning attorneys, actuaries, long-term care experts, tax experts, bankers and brokers.  Just as when you visit your physician with a specific medical issue:
He may refer you to a medical specialist.  The medical community is stronger because of its willingness to refer out when specialization is called for. 
The same is true with our approach to financial and estate planning.
 
We have received specialized training in areas that many financial and estate planning advisors have not.  Our team utilizes specialized training, i.e. Medicaid Planning, and includes it as an essential part of your Complete Plan Process.  We have a winning and successful team that welcomes the opportunity to serve you, as we face challenges and opportunities together. 


Our mission is to provide each client with excellent service and expertise.
We are committed to

"Doing the things other advisors neglect to do,
giving you and your family a better life"
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Email: email@sklenar.com
202 West 7th Street, Carroll, Iowa 51401
Phone: 712-792-6400 • Fax: 712-792-6670

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414 S. 17th Street, Suite C, Ames, Iowa 50010
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14301 First National Bank Pkwy., Linden Place; Suite 100
Omaha, NE 68154 • Phone: 866-792-6668

Click for the BBB Business Review of this Financial Services in Carroll IA

Investment advisory services provided by Premier Financial Services, Inc. (PFS) and Redhawk Wealth Advisors, Inc. (RWA).  RWA is a registered investment advisor. 
PFS and RWA are independent corporations.  PFS does not provide legal advice.


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