Broker Check

12345 University
Suite 200
Clive, IA 50235

Michael Hartwig, Ph.D.

(515) 971-5786

 
Risk Tolerance: What’s Your Style? Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send me a note regarding any questions you may have about any particular investment concepts or products. I willl get back to you quickly with a thoughtful answer.

Helpful Content

Money Matters: Why it Pays to be Financially Responsible

Money Matters: Why it Pays to be Financially Responsible

Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.

Student Loan Protection

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

9 Facts About Social Security

There are things about Social Security that might surprise you.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Put Your Child on the Path to a Stronger Financial Future

Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..

Bulletproofing Your Business

Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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