The Premier Companies (Carroll and Ames, IA)
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The Premier Companies, with locations in Ames and Carroll, IA, offers over
35 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:
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Income Tax Planning and Preparation
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Estate Tax Planning
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Asset Protection
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Estate Planning
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Retirement Planning
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Cash Flow Planning
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Investment Management
• Federal Employee Information
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Risk Analysis
• Arrange for Will
& Trust Review
with qualified attorney
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Life Insurance Reviews
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Long-Term Care Planning
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Retirement Goal Setting
• Bookkeeping
• Medicaid Planning
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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.
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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
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202
West 7th Street, Carroll, Iowa 51401
Phone: 712-792-6400 • Fax: 712-792-6670
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Click logo
to verify BBB accreditation
and to see a BBB report |
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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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