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

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This Office

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