Broker Check

About Premier Retirement Plan Advisors

Based in West Des Moines, Iowa, Premier Retirement Plan Advisors serves the ever growing complex needs of business owners, executives, professionals, and individual investors alike. Our proven process will help you create or clarify your financial goals and objectives and begin the journey towards meeting and exceeding those goals and objectives. Premier Retirement Plan Advisors will be with you every step of the way.

 

Our Process

Premier Retirement Plan Advisors has an established six step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs and define your financial goals and objectives so we can help fulfill them.

Gathering Data and Goals

Preparation helps to bring our most enduring success. We look forward to better understanding your financial picture and executing a holistic plan to strengthen it.

Evaluating Financial Status

Premier Retirement Plan Advisors encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will help get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that can offer long-term results.

Monitoring Progress

At its best, working with Premier Retirement Plan Advisors becomes a hands-on experience. We relish the opportunity to track your progress and fine-tune plans along the way.

Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.