Martin Smith Email & Phone Number

West Des Moines And Dubuque, Iowa

Steele Capital Management provides unbiased investment advice and financial planning services to high net worth and high income individuals and family groups. Steele Capital's Wealth Management Services:Tax PlanningCareful planning throughout the year can assist you in reducing the taxes you pay. Tax planning should not be done in isolation, but instead should be driven by overall financial goals and integrated with your comprehensive financial plan. Comprehensive… Show more Steele Capital Management provides unbiased investment advice and financial planning services to high net worth and high income individuals and family groups. Steele Capital's Wealth Management Services:Tax PlanningCareful planning throughout the year can assist you in reducing the taxes you pay. Tax planning should not be done in isolation, but instead should be driven by overall financial goals and integrated with your comprehensive financial plan. Comprehensive Cash Flow Analysis Steele Capital Management’s Comprehensive Cash Flow Analysis will help you with evaluating present and future income sources and expenditures and developing strategies for reaching your goals.Asset Allocation Review Reviewing your current investment position allows our planning specialists to suggest a more advantageous positioning of your assets based upon your Comprehensive Cash Flow Analysis.Retirement Considerations A personal wealth plan must include provisions for a secure retirement. To this end, we will review your overall retirement objectives and make recommendations on the best ways to meet them. We help clients maximize Social Security benefits through careful planning.Portfolio ManagementWealth creates choices. Our experienced portfolio management team will customize and manage your investment portfolio, making many of those choices more manageable.Life Insurance and Annuity Analysis & Review Steele’s Insurance Performance Evaluation is designed to assist our clients in reviewing their existing life insurance policies and annuities. We analyze our client’s insurance programs to make sure it protects their family adequately, and is consistent with their current financial, retirement and estate plans. Show less

West Des Moines, Ia

Greater Chicago Area

Master Of Business Administration (Mba), Finance And Financial Management Services

Bachelor Of Arts (Ba), Economics

Activities and Societies: Simpson College Baseball I continue to be very involved with Simpson College. I served two terms on the Simpson.