If I'm fortunate for you to trust me to help manage your financial portfolio, I will treat your investments as my own. I succeed when you succeed. I work tirelessly to assess markets and options daily, and my clients can expect to receive regular communications from me with updates and recommendations. As an independent consultant, you'll work directly with me--all the time. If you call, you'll reach me. Not a secretary. And as your personal or financial situation changes, I'm happy to help reevaluate your financial plan and make any necessary changes.
Call me today at (515) 251-2648 to start securing your financial future.
Ryan DeZwarte, Financial Consultant
8515 Douglas Avenue, Suite 23
Urbandale, IA 50322
Office: (515) 251-2648
Cell: (641) 521-8504
As an independent financial consultant, I strive to take the time to know and understand your unique financial situation and craft a personalized financial plan that is in your best interests. No matter if your goals include planning for retirement, funding educational expenses, accumulating wealth or protecting existing wealth, my ultimate goal is to deliver clear, objective recommendations to enhance your financial future.
When I first meet with a potential client, the planning process usually involves the following steps:
1. Get to know you personally and aim to understand your unique dreams and goals, as well as your current financial situation.
2. Analyze your finances then deliver recommendations that help you pursue your goals.
3. Review your financial plan regularly to mesh current market conditions with your finances.