If you have any questions or concerns about the future of your Retirement or Estate Plan, please fill out the form below so that we can help you develop a Sound Estate Plan.
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We would recommend Legacy Estate Partners for any of your financial questions. They will answer your questions truthfully and help with a plan to secure and grow your finances. They explain things very well and are willing to help out any way they can. Nowadays we need people we can trust. Thanks Joe & Ryan.
Gary & Jean
I was hesitant to have Joe & Ryan come to our home. But they laid to rest any uncertainties with their friendly greeting and conversation. They took time to answer questions and explain new information for us.
Joe & Ryan are the best to deal with. Return calls promptly–always nice & knowledgeable. Always willing to help in any way. We are pleased to be part of their firm. Thanks Joe & Ryan.
Mary Lou & Melvin
Joe and Ryan definitely know their stuff when it comes to finances and investments. They’re also very good at touching base with their clients to see if they have any questions or concerns.
You were great to help us. Thank you.
Russ and Beverly
Joe and Ryan have been very helpful explaining their plans and have gone out of their way to help explain any questions and make any changes.
Joe and Ryan have been very courteous, conscientious and professional in helping me with my financial situation. They explained the information thoroughly until I understood. I wish I had met them years earlier for my financial advisors.
I must admit to being a bit dubious when attending a Legacy Estate Partners seminar in our city. However, my wife and I had not updated our will for over 30 years, and our investments were a major concern with their questionable earning history, so I was interested.
A follow up card was completed because my wife could not attend the seminar, and we felt she should receive the same information. Soon, we were visited at home by Joe, Ryan, and Ken who took an inventory or our investments and explained their services. A second visit included their recommendations for better yields and less risk on the investments, plus their advice on setting up a trust agreement instead of an updated will. This could be done through Person Bollman Law in West Des Moines specializing in legacy planning/trusts.
We followed their advice and were very impressed by their sincerity, attention to details and follow through. We are very satisfied clients.