A confident future starts today.
When you have a clear path for your largest financial goal, life can feel a little lighter.
We help create ironclad strategies for retirement success.
Anthony Schau, CFP®
Financial Planner
With retirement being the largest and most common financial goal, worked to become a specialist on the subject.
As a graduate of the University of Iowa, I am a devoted Hawkeye fan, and I enjoy hunting, fishing, and snow and water skiing in my free time.
Within my community, I am a past president of the Coralville-North Corridor Rotary Club, past treasurer of the Heritage Christian School in North Liberty, and past president of Iowa NAIFA (National Association of Insurance and Financial Advisors).
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As a CFP® professional, I’m able to take on the role of a fiduciary for my clients and remain committed to acting in their best interest through holistic financial planning. |
Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
Retirement doesn’t need to be complex.
Our philosophy flips traditional investing on its head.
Instead of asking, “Where should I invest?” we ask, “What do you want to accomplish?”
We start with your goals, categorize them by time horizon, and then select the “bucket” that makes the most sense.
You don’t need to master the markets to be a successful investor. You simply need to manage your behavior and mindset to stay invested, and your properly balanced portfolio will do the work for you.
What you’ll gain in our first meeting:
- Familiarity with your workplace plan
- Retirement strategies tailored to your other goals
- A concrete plan to coordinate your employer-sponsored benefits within your financial life