Secure Your Financial Future

Your Partner in Financial Success.

At Stallman & Squires, we specialize in securing a stable retirement income while strategically minimizing your tax burden. Our personalized approach considers your entire portfolio, enabling us to craft a customized plan that aligns with your financial goals. With a range of portfolio strategies and guaranteed pension products, we provide the confidence and peace of mind you need for a secure financial future.

Elevate Your Financial Well-Being

Tailored Financial Solutions with Proven Expertise Financial coaching for portfolio construction provides personalized guidance to help individuals and investors build, manage, and optimize their investment portfolios. Our coaching services focus on developing a tailored investment strategy that aligns with your financial goals, risk tolerance, and market conditions. We offer expert advice on asset allocation, diversification, risk management, and investment selection, ensuring a balanced and resilient portfolio. Whether you're a beginner looking to start investing or an experienced investor seeking to refine your strategy, our financial coaching empowers you with the knowledge and tools needed to make informed investment decisions and achieve long-term financial success.

Expert Financial Coaching

Our dedicated Coaches work closely with you to develop personalized strategies, including pension plans that safeguard your future and grant you peace of mind.

Guaranteed Pension Products

Secure your financial future with our range of Multi-Year Guaranteed Products, carefully designed to offer stability and growth.

Final Expense & Life Insurance Solutions

Explore our comprehensive Life Insurance plans to ensure the financial security of your loved ones no matter what life brings.

Medicare Expertise

Receive expert guidance tailored to your healthcare needs with our comprehensive Medicare solutions, ensuring you make informed decisions.

Do You Have a 401(k) Account Or a Complete Retirement Plan?

Retirement brings a significant financial shift—from receiving a steady paycheck to relying on savings for living expenses. Withdrawals from tax-deferred retirement accounts such as 401(k)s, TSPs, 403(b)s, or 457(b)s are subject to ordinary income tax.

Starting at age 72, the IRS requires you to take Required Minimum Distributions (RMDs) annually by December 31st. Failing to do so results in a steep 50% penalty on the missed RMD amount, in addition to the taxes owed.

To ensure a smooth transition into retirement, we recommend comprehensive planning beginning around age 50-55. This allows for proactive strategies to help minimize long-term income taxes. The timing of your Social Security benefits also plays a crucial role in your retirement income, and we help you optimize this decision. Additionally, we explore various strategies to convert your assets into a reliable income stream. Every retiree's situation is unique, which is why a customized retirement plan is essential to align with your lifestyle and financial goals.

Based in Cedar Rapids, Iowa, our dedicated team understands that every client has unique needs. We focus on creating personalized strategies that prioritize your well-being, whether you're planning for retirement or ensuring a secure transition for your loved ones. Our experience and commitment to detail ensure your peace of mind, allowing you to focus on what matters most to you.

Ready to take control of your financial security? Call us at 319-929-1061 or visit our Contact Us page to schedule a consultation and empower your financial journey today.

Unlock Your Financial Potential with Stallman and Squires Family Financial Group

Secure your financial future with us, the premier experts in Cedar Rapids, Iowa.

We focus on understanding your unique situation through our dedicated team of Financial Coaches. We create strategies to protect your assets while fostering your overall financial well-being. Whether you're preparing for retirement, looking for comprehensive life insurance, or navigating Medicare, we offer expert guidance so you can make informed decisions confidently.

Trust is the cornerstone of our service. We aim to establish lasting relationships, becoming the reliable resource you can depend on for all your financial needs. When you partner with us, you're choosing a future where your financial goals are attainable, supported by professionals who genuinely care about your success.

Don't leave your financial future to chance. Call us today at 319-929-1061 or visit our Contact Us page to schedule a consultation. Take control of your financial security and experience the peace of mind that comes from working with dedicated experts who prioritize your needs.

Navigate Your Financial Journey with Confidence

Stallman and Squires Family Financial Group is here to empower you with financial solutions tailored specifically to your unique needs. Our team of Financial Coaches specializes in Portfolio Construction, Guaranteed Fixed Products, Final Expense planning, Life Insurance, and Medicare expertise, guiding you every step of the way toward achieving your financial goals.

Located in Cedar Rapids, Iowa, we understand the intricacies of personal finance and prioritize crafting personalized strategies designed to secure and enhance your financial future. Our knowledgeable consultants take the time to assess your individual situation, providing guidance on critical decisions such as retirement planning, comprehensive life coverage, and Medicare selections.

Operating from 9 am to 7 pm, Monday to Friday, our team is dedicated to being your trusted partner in financial security. Reach out to us at 319-929-1061 to schedule a consultation and experience the assurance that comes from working with experts committed to your financial well-being—ensuring protection for you and your loved ones today and tomorrow.

Secure Your Financial Future with Stallman and Squires Family Financial Group

Stallman and Squires Family Financial Group specializes in delivering personalized Financial Coaches services tailored to your needs in Cedar Rapids, Iowa. Our expertise encompasses Portfolio Construction, Multi-Year Guaranteed Fixed Products, Final Expense planning, Life Insurance, and Medicare solutions, designed to provide you peace of mind and a secure financial future.

Our knowledgeable Coaches are dedicated to simplifying the complexities of financial planning, ensuring that you have the right tools and information to make informed decisions. We work closely with you to develop strategies that align with your unique goals, ultimately empowering you to take control of your financial destiny.

As your reliable partner, we are committed to guiding you through life’s financial challenges, available Monday to Friday from 9 am to 7 pm. Let us help you navigate the intricacies of planning for the unexpected with confidence.

Get in Touch with Us

Years of Expertise

Experienced Financial Coaches

What Our Clients Say!

"Working with Stallman and Squires Family Financial Group has completely changed my perspective on Financial Coaching. Their tailored approach helped me navigate crucial decisions regarding my portfolio, life insurance, and Medicare options ensuring that I am not just prepared for today but secured for the long term. The peace of mind I now have is invaluable!"