Midland National

Financial Architects, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Planning your financial future can be overwhelming. Let Ann Merkley and her compassionate team walk you through the options that best benefit your situation. "It doesn't matter where you are in your financial journey," Ann says. "We can help move you along." Our team will work with you to assess your situation, identify your goals, understand your options and develop a plan. There's no judgement here. Have bad credit? Overspent in the past? Afraid you've waited too long to start saving? Life is full of lessons that can create positive changes in your financial life. We work with people from all kinds of backgrounds, income levels and family situations, with a special emphasis on women, families and senior adults.

Klunder, Jason P Agt is a boutique financial advisory firm based in Clive, Iowa, specializing in retirement planning and financial strategies for dentists exiting clinical practice. With a focus on personalized service, they work exclusively with dentists, ensuring that their clients receive tailored advice that addresses their unique financial concerns. The firm emphasizes a collaborative approach, aiming to foster strong relationships with a limited number of clients to deliver maximum value. Their ongoing planning model includes a wide range of services such as investment management, tax planning, estate coordination, and retirement income management. Generated from the website