Jan Beal CFP, RICP & Elyse De Corah

12/20/2025

Wishing you a season filled with joy, peace, and special moments with loved ones.

11/27/2025

Happy Thanksgiving! We’re grateful for our clients and community, and we appreciate the trust you place in us.

11/11/2025

Today, we honor and thank all veterans for their service and dedication.

09/01/2025

Happy Labor Day! Today, we celebrate the hard work and dedication that strengthen and support our communities every day.

07/04/2025

Wishing everyone a safe and joyful Independence Day!

06/19/2025

Today, we honor Juneteenth, a pivotal moment in our nation's history. As we reflect on the significance of this day, we also recognize the ongoing work required to ensure opportunity and financial empowerment for all.

05/26/2025

On this Memorial Day, we honor and remember the brave individuals who served our country with courage and dedication. Wishing everyone a peaceful and reflective day.

04/09/2025

We listen and we don’t judge.

Click the link to register or text “SCOOP” to 319-731-5105!

23 April What's the scoop with financial security? (CR) Description A short presentation on the basics of finances. We’ll cover the basics of finances at every stage of life, including saving, investing and insurance. There will also be plenty of time for questions! Date and Time Wed, April 23, 20...

04/07/2025

You scream, I scream, we all scream about our finances! 😅

Bring a friend and your sweet tooth while we churn out some financial tidbits.

Text “SCOOP” to 319-731-5105 or click the link below to register for “What’s the Scoop with Financial Security?”

https://www.guidewealthpartners.com/team/elyse-de-corah

04/01/2025

Scoop there it is!🍦

Join us for a bowl of ice cream and short presentation on financial security. We’re taking it back to the basics and discussing saving, investing and planning for the future.

And yes, there will be sprinkles!✨

Growing up around the financial industry, Elyse recognized the positive impact good financial planning can have on individuals and families. "It's not only important for my clients to reach their financial goals, but also for them to understand the process of getting there."

03/28/2025

When you bust your face the morning of an interview, but mama didn't raise no quitter! 💪🤕

And in case you missed it, here are some tips for spring cleaning your finances!🤪
https://www.kcrg.com/2025/03/26/expert-tips-spring-cleaning-your-finances/

03/14/2025

Is it the weekend yet?!