Jim & Julie Williams

Northwestern Mutual offers financial planning for your business and family. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.

Slate Wealth Management, based in Carroll, IA, is committed to providing investment management and strategic wealth planning tailored to each client. Their primary goal is to become a trusted advisor for every individual they serve. Operating as independent advisors, Slate Wealth Management constructs portfolios based on impartial guidance and advice, ensuring a focus on fostering enduring relationships with their clientele. Services offered include financial management, investment solutions, insurance options, tax planning strategies, and estate and legacy planning. They aim to be a reliable resource for clients in various financial aspects, prioritizing personalized attention and long-term partnerships. Generated from the website content

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Janet Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Carroll, IA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.