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At Farm Bureau Wealth Management, we're here to help you protect what matters most in life.
A sound financial and investing plan, like a home, needs a solid foundation. I build that foundation with you by listening to you and understanding your priorities. I believe that wealth management advice should be comprehensive and address all your life goals, financial and beyond. Our services include risk analysis, performance reviews, and "second opinions" of any accounts held with other firms.
Together, we will develop a strategy that is tailored to you. The process involves getting to know you and helping you identify your goals. This may be achieved through meetings and financial planning. As a fiduciary, I put your financial interest first. I will look for the most efficient solutions that best balance potential return with expense.
The result will be that you will make informed financial decisions that you will have confidence in. It’s your Future. Let us protect it.®
I'm Sylvia Mork from Northeast Iowa, and I look forward to working with you. For your financial planning, investment, or wealth management needs, call (563) 303-7722.