Eric Mote (CFP®)

Eric Mote focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

    • Identifying Goals and Objectives
    • Investment Advice -
      • Written Investment Policy Statements (Plans) always provided
      • Ongoing monitoring, reporting and rebalancing
      • Includes advice, recommendations and management of employer plans, 401k, 403b, 457 and defined benefit pension plans
    • Retirement Planning -
      • Retirement projections using Monte Carlo Simulation (stochastic modeling) 
      • Design and monitoring of sustainable retirement withdrawal plans
    • Cash Flow Analysis
    • Educational Funding Plans
    • Tax and Insurance Review
    • Estate Planning and Review

Additional Information

We provide peace of mind for our clients and improve their quality of life.  We use a low key but direct approach, encourage questions and provide further education for those clients who choose to work with us.  We feel well informed clients understand the benefits of a strong, ongoing relationship.  We encourage our clients to challenge us with their questions, as we assist them in personal as well as financial growth.


NAPFA Start Date

May 25, 2001


This Office

1202 Dina Ct Ste B Hiawatha, IA 52233-4709 Phone: (319) 393-4020