Call Us: (319) 232-6122advisors@fraonline.com CLIENT LOGIN Home About Our Services Investor Access Resources Contact OUR SERVICES Financial Resource Advisors (FRA) has provided client-focused financial services since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. Our service is personal and we understand the challenges families and businesses face. Advice Centered: We Guide. You Decide. We offer an advisory relationship that begins with getting to know you and understanding your needs and wants along with your short-term and long-term goals. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Some people have the time, talent, training and discipline to manage money well. Professional guidance makes a difference and creates value when one or more of those attributes is missing. As highlighted below, we help you make objective decisions and see those plans through. Planning and Implementation FRA is experienced at developing personalized plans designed for a client’s individual and unique situation. After developing a tailor-made plan, FRA guides the most important phase of financial planning - implementation. We also coordinate with your other professionals when necessary, such as your attorney and CPA, as we guide each step. Examples: Financial Planning (Accumulation Stage of Life) Retirement Planning (Preserving Assets and Distribution Phase of Life) College Savings for Children and Grandchildren Strategies for Estate Planning, Wealth Transfer and Legacy Plans Income Tax Planning Strategies (Including access to an on-site CPA) Investment Management Investment management for all types of accounts and tax status including: IRAs, Roth IRAs and after-tax investments Advisory program, brokerage and mutual fund direct accounts Advisory services for 401(k) participant accounts Managed portfolios, including strategic investment models and disciplined rebalancing Alternative investments Portfolio construction often using both active (managed) and passive (index) investments Employer Retirement Plans and Business Financial Consulting Retirement Plan Services Team specializing in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans Top-level guidance to management on investments, risk and fiduciary duties, and employee education Advice and financial analysis for projects, business planning and transition planning Learn More Risk Management Personal objectives and risk tolerance guiding all investment strategies Analyses and options to reduce and transfer risks related to: Investments Death Disability Long-term care Longevity (outliving retirement income sources) Helping grow and protect your wealth since 1978 Introducing BEYOND401k! FRA's exclusive Beyond401k program strives to provide greater diversification, execute more effective risk management and enhance investor returns. Plus, you get retirement planning and advisory services with fiduciary accountability. Let us help you determine your plan options. FIND OUT MORE HERE. Contact Financial Resource Advisors Office: 319-232-6122 Toll-Free: 877-892-3487 Fax: 319-234-6218 816 Tower Park Drive Waterloo, IA 50701 advisors@fraonline.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 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