Ohnward Wealth and Retirement

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).

“Habits today can impact financial success and tax efficiency in retirement." - Kerry Schepers, ChFC

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

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 confidence 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,Traditional & Roth IRAs, 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 can give you peace of mind.

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.

Shirley Driscoll, Kerry Schepers, Amber Knickrehm and Steve Thorson

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

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

203 N Main Street
Maquoketa, Iowa 52060
Phone: 563-652-2491

Securities offered through IBA Securities, a division of Broker Dealer Financial Services, CORP. (BDFS). Advisory services offered through Advisors Corp., and SEC Registered Investment Advisor. Products sold are not FDIC insured, No bank guarantee, are not a deposit, are not insured by any federal government agency, and may lose value. Ohnward Wealth & Retirement is not a subsidiary of Broker Dealer Services. Neither BDFS nor its representatives offer tax or legal advice.