Michael Mcclimon Email & Phone Number

Please contacting me at - 515-255-8500."Plan to Live, Invest to Retire" is our motto. I assist people in planning for their futures; 401K, 403B, Roth IRA's, IRA's, Mutual Funds, and Rollovers.Tax Preparation: We don't simply prepare your taxes, we also offer advice and provide suggestions to help educate you to ensure you receive the best possible return. We charge one low flat fee: $150 for joint filing, and $100 for single filing. FAFSA Application Preparation and Submission: Do you have a child who is getting ready to go off to college, or who is already in college? Are you stressed, not just to be sending your child off, but also because of everything that needs to be done to ensure they get to school? We can help alleviate some of that stress by preparing their FAFSA paperwork for federal financial assistance. If we prepared your taxes, we already have all of the necessary paperwork to file their FAFSA. We can prepare and submit their FAFSA application each year of their college career- for $150 flat fee for each year we submit their application. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Listed skills include 401K, Roth Ira, Iras, Financial Planners, and 14 others.

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  Iowa State University

  Business Administration And Management, General