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To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 

In addition, we can refer you to professionals who provide the following services:


Plan for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@weissmerklefinancial.com or call us at 515-278-4110 today!

Complimentary Report
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  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

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    *Investment Advisory Services offered through Global Financial Private Capital, LLC.