Frequently Asked Questions

Empowered Fins offers a comprehensive range of financial services including wealth management, investment consulting, tax planning, insurance consulting, portfolio management, and financial reporting & auditing. Our services are designed to address all aspects of your financial life and help you achieve your short-term and long-term financial goals.

Getting started with Empowered Fins is easy. Simply contact us through our website, give us a call at (515) 966-0029, or visit our office at 890 33rd Ave, Marion, IA, USA - 52302. We'll schedule an initial consultation to discuss your financial goals, assess your current situation, and determine how our services can best meet your needs.

At Empowered Fins, we differentiate ourselves through our personalized approach, comprehensive services, and commitment to client education. We take the time to understand your unique financial situation and goals, then develop customized strategies to help you succeed. Our team combines industry expertise with cutting-edge technology to deliver solutions that are both effective and accessible.

Our fee structure varies depending on the services you require and the complexity of your financial situation. We offer transparent pricing with no hidden fees, and we'll provide you with a clear breakdown of costs before you commit to any services. During your initial consultation, we'll discuss our fee structure and help you understand the value you'll receive from our services.

Empowered Fins provides financial services to both individuals and businesses. For individuals, we offer personal financial planning, investment management, retirement planning, and more. For businesses, we provide corporate financial planning, business investment strategies, employee benefits consulting, and financial reporting services. Our team has the expertise to address the unique financial challenges faced by both individuals and businesses.

The frequency of our meetings depends on your preferences and the complexity of your financial situation. Typically, we schedule comprehensive reviews annually, with more frequent check-ins as needed. We're also available to meet whenever significant life events occur or when market conditions warrant a review of your strategy. Our goal is to ensure your financial plan remains aligned with your goals and adapts to changing circumstances.

Yes, protecting your financial information is our top priority. We employ industry-leading security measures to safeguard your data, including encryption, secure servers, and strict access controls. Our team adheres to strict confidentiality protocols, and we comply with all applicable privacy laws and regulations. You can trust that your personal and financial information is secure when you work with Empowered Fins.

Absolutely. We understand that life is unpredictable, and your financial plan should be flexible enough to adapt to changing circumstances. Whether you experience a career change, get married, have children, inherit assets, or face any other life event, we'll work with you to adjust your financial plan accordingly. Our goal is to ensure your financial strategy always aligns with your current situation and future goals.