We specialize in helping families who are at or near retirement with figuring out how to replace their income in a tax-smart way. We recognize we can’t be all things to all people and don’t pretend to be. As an independent registered investment advisor, we provide objective advice that is specifically tailored to your needs, and our only compensation comes directly from the families we serve.
We are a fee-only (commission-free) financial planning firm. This means the only compensation we receive comes directly from the advice we provide you. We believe this is the fairest method to provide financial advice and ensures our interests are always aligned with yours. Since we’re not tied to any proprietary products, we can act as true advocates to identify the most cost-effective and appropriate solutions to meet your goals. Before committing to an engagement, our clients know exactly what they’ll pay for the advice they receive.
Although Custom Wealth Planners is located in Ankeny, Iowa we are equipped to serve clients virtually with video conferencing software. Each virtual meeting is protected and we adhere to strict security guidelines to protect your privacy.
Fee-only means our only form of compensation are the fees paid directly to us from clients. We do not sell products, earn commissions, or accept referral fees of any kind. Being fee-only advisors reduces potential conflicts of interest, and allows us to provide objective advice.
Please use the calendar to schedule a no-obligation introductory Zoom with Custom Wealth Planners. During this meeting you will get to know us, how we work, and which engagement option may serve you best: