Ohnward Wealth and Retirement

MEET OUR TEAM OF INDEPENDENT FINANCIAL PROFESSIONALS...
At Ohnward Wealth and Retirement we work with the heart of a teacher.  Our value added service is helping families and business owners save more money.  Maybe it’s retirement or college planning, or passing a business to the next generation...we understand communication is most important. Through research and education we provide personalized recommendations based on listening (risk tolerance, time horizon, living long, and working hard).

“We want to earn your business and we hope to exceed your expectations." - Kerry Schepers

“As an Investment Advisor Representative I can research alternative and traditional savings strategies. Let’s bring value to your portfolio.” - Steve Thorson 

A performance evaluation offers a free analysis of your in-force coverage. It will review your current insurance needs and gives you an understanding of the actual policy performance.

On Balance...Enjoy Today Preparing for Tomorrow

You spend your life building retirement, we can help by keeping your eye towards maximizing value.  You may gain peace of mind by understanding your current savings habits, risk tolerance, and current strategies.  We have respected relationships with accountants, attorneys and other specialists to bring simple ideas or advanced planning to help you save more money.

We bring value by helping you understand the following:

401K-SIMPLE-SEP employer plans (including Safe Harbor and Executive Compensation strategies), 401k rollovers, College & Retirement Strategies, Life-Health-LTC Insurance Reviews, Employer and Employee Benefits, Estate and Wealth Transfer Strategies.

Life Insurance Performance Review...a prudent thing to do:

Your permanent life insurance policy is a financial product funded with specific performance expectations.  Cash accumulation for goals.  Survivor income for your family or business partners.  Funding strategy for your estate plan.  Have you compared current and actual results versus your original expectation?  Let's take a look, a performance evaluation will give you peace of mind.


Steve Thorson, Kerry Schepers and Shirley Driscoll

Kerry Schepers, ChFC®, LUTCF
Steve Thorson, Financial Professional

(click name for details)

Ohnward Wealth and Retirement,
Located in Maquoketa State Bank and satellite offices.

203 N Main Street
Maquoketa, Iowa 52060
Phone: 563-652-2491
kschepers@ibasecurities.com
sthorson@ibasecurities.com
sdriscoll@ibasecurities.com

Securities offered through Broker Dealer Financial Services Corp.  Member FINRA / SIPC.
Not FDIC insured.  Not Bank Guaranteed.  May Lose Value.

http://Finra.org
http://sipc.org
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