If investing was truly simple, we would all be financially secure. In reality, investing wisely is a complicated array of factors: What is your risk tolerance? What is your time horizon for retirement? What are your needs, goals, and dreams? Understanding the answers to these questions is just the beginning of a wise financial strategy. At Peoples Financial Center, we have the expertise, products, and services to help you navigate your way to a sound financial plan. Consider all the ways we are aligned to help you:
Personal Wealth Management – We act as a fiduciary to assist your cash flow management, debt management, education savings, retirement planning and insurance needs.
Investment Management – Investment allocation, portfolio risk management, portfolio analysis, and portfolio re-balancing.
Business and Institutions – Employee benefits, succession planning, qualified plan analysis, debt service analysis.
Estate/Legacy Planning – Charitable giving, asset transfer efficiency, and beneficiary review.
Learn more about our products and services below or contact us to schedule a consultation. Start planning today so that your future is financially secure.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Investment Services
From the important task of asset allocation to continually monitoring and adjusting investments, we are committed to serving you to the best of our ability.
Financial Services
- Financial Planning
- Investments
- Estate
- Tax Considerations
- Insurance
- College
- Retirement
Financial Products
- Stocks
- Bonds
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Life, Disability and Long-Term Care Insurance
We are honored to be part of the SmartVestor Pro program*. Contact us at 515-327-7742 to learn more.
Trust Services
Whether you are a young family, empty nester, or retiree, trust services can benefit you greatly. Gone are the days when trusts simply meant executing a will. Today, trusts and their related services can be used to set up plans for caring for special needs children or an aging parent, setting aside money for education, or simply to grow your assets and protect what you have created.
Our Team
Meet our advisors who are dedicated to providing exceptional service and diligent financial planning.
Our Process
Our process is a collaboration of your dreams and goals and our expertise. Learn more about "The Advocacy Process."
Our Philosophy
Our client-centered philosophy has always been to inspire you to make the appropriate decisions for your financial future.
*The SmartVestor Pro Program is a directory of investment professionals and is not affiliated with LPL Financial (LPL).
Peoples Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Peoples Bank for these referrals. This creates an incentive for Peoples Bank to make these referrals, resulting in a conflict of interest. Peoples Bank is not a current client of LPL for brokerage or advisory services.
Please visit LPL.com for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisory and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Financial Center, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank or Peoples Financial Center. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IA, ID, IN, KS, KY, MA, MN, MO, NE, OH, SD TX, WA, WY. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC
Not Bank Guaranteed
May Lose Value
Not Bank Deposits or Obligations
Not Insured By Any Other Government Agency