Collective Financial Group

At WORTH Investments, we believe knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Our team at WORTH Investments works with high net-worth clients to create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal.

Our emphasis on customer service sets us apart from other accounting firms. We believe our personal relationships with our clients are our strongest assets. Contact us today to see what we can do for you.

Legacy Wealth Management is a financial services company that specializes in providing financial planning, investment services, and risk protection for business owners and high-net-worth individuals. The company is headquartered in Hiawatha, Iowa. Legacy Wealth Management has a team of experienced financial advisors who can help clients with all aspects of their financial lives, from retirement planning to estate planning. The company also offers a variety of investment products and services, including mutual funds, stocks, bonds, and annuities. Legacy Wealth Management is committed to providing its clients with the highest level of service and is dedicated to helping them achieve their financial goals.