Scott Klahn

Scott Klahn For over 20 years, I have been helping my clients clients navigate saving & investing, retirement income, and tax strategies. Member FINRA/SIPC.

I strive to provide them with the tools to gain confidence in their financial future. For over 20 years, I have been helping my clients pursue their financial goals. I work closely with my clients to understand their aspirations and develop a personalized roadmap to get them there. I help my clients navigate saving & investing, retirement income, and tax strategies, and provide them with the tools

to gain confidence in their financial future. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

“I’ll just take Social Security at 62.”That’s a common plan… but often not the best one.The timing of this decision can ...
02/11/2026

“I’ll just take Social Security at 62.”
That’s a common plan… but often not the best one.

The timing of this decision can change how long your money lasts, how much you pay in taxes, and how your spouse is affected later.

Our new Social Security Guide helps you understand the trade-offs before you decide.

Worth a read before you file. Download a free copy at www.premieriwm.com/social-security or send me a message to get a hard copy.

01/08/2026

We are honored to have been named to the Forbes Best-In-State Wealth Management Teams list again this year.

This recognition reflects what we believe matters most: a true team approach to wealth management. Our advisors and support staff work collaboratively behind the scenes every day; sharing ideas, refining strategies, and staying focused on what’s best for each client’s unique situation.

Just as important are the partnerships we have with our incredible clients. Your trust, engagement, and willingness to plan thoughtfully alongside us inspire the work we do and push us to continually raise the bar.

Thank you to our team and to the clients who allow us to be part of your financial journey. We’re grateful, proud, and motivated to keep moving forward - together.

12/17/2025

Most people think of an emergency fund as a “nice-to-have.” A job loss turns it into a need-to-have.
Having cash set aside to cover a few months of expenses can give you breathing room if a paycheck suddenly stops.
An emergency fund isn’t about predicting when life will change. It’s about being prepared if it does.

Is a Roth Strategy Right for You? 🤔Tax-free growth. Tax-free withdrawals. Sounds great—but is it the right move for your...
06/11/2025

Is a Roth Strategy Right for You? 🤔

Tax-free growth. Tax-free withdrawals. Sounds great—but is it the right move for your financial plan?

The truth is, Roth strategies aren’t one-size-fits-all. Your income, tax bracket, and retirement goals all play a role.

📥 Download our Investor’s Guide: Rothification & Your Retirement to learn:

✅When a Roth conversion might make sense
✅How Roth 401(k)s compare to traditional
✅Key considerations for high earners and retirees

Start planning smarter today → premieriwm.com/roth

06/10/2025

Is your money working for you — or just passing through your hands?
A solid financial plan is more than just a budget or a retirement account. It’s your personal roadmap, showing you where you’re headed and whether you’re truly building wealth over time.

✅ Are you saving enough?
✅ Are you investing wisely?
✅ Are your goals (like retirement, a home, or college savings) within reach?

Your financial plan helps answer these questions — and keeps you accountable along the way. It’s a clear, measurable way to check if you’re on track, or if it’s time to make a course correction.
If you don’t have a plan yet, or if yours could use a checkup, now’s a great time to start. Your future self will thank you.

05/14/2025

"I’ll spend less in retirement."
Maybe. But maybe not.

It’s a common assumption: once the mortgage is paid off and the work commute is gone, expenses will drop dramatically in retirement.

But here’s what many retirees discover:

🔁 Your spending doesn’t disappear—it shifts.

Yes, you may spend less on housing or work-related costs...
But what about:

🩺 Rising healthcare expenses?
✈️ More time (and money) for travel?
🎣 Hobbies you finally have time to enjoy?
🎁 Helping kids or grandkids?

Retirement isn’t a finish line—it’s a new chapter, and your financial needs evolve with it.

That’s why a personalized retirement plan matters. Not just to estimate less, but to plan for different.

Because the goal isn’t to spend less—it’s to spend intentionally, with confidence and clarity.

03/20/2025

The Retirement Survival Guide was written for the average hard working American, who is struggling with the two basic human emotions of greed and fear.

12/04/2024

Sometimes a successful conversation is about what you don't say.

When discussing money (or anything important), leaving out judgment, blame, or assumptions can be just as impactful as choosing the right words.

🤔 Instead of filling the silence, try listening more.
💬 Instead of lecturing, try asking questions.
✨ Instead of reacting, pause and reflect.

💡 What’s one thing you’ve not said in a conversation that made all the difference? Share below! 👇

Thanksgiving is about more than just the feast—it’s a celebration of connection, gratitude, and the people who make our ...
11/28/2024

Thanksgiving is about more than just the feast—it’s a celebration of connection, gratitude, and the people who make our lives brighter. May your day be full of warmth and togetherness. Happy Thanksgiving!

11/22/2024

Talking about money with your kids is one of the best gifts you can give them! Casey and I dive into practical tips for starting those important conversations that can set your kids on the path to financial freedom.

11/15/2024

When it comes to dividing your legacy, fairness doesn’t always mean equality. Imagine this: One child runs the family business or farm, while another has chosen a completely different path. Should the inheritance be a simple 50/50 split?

👉 The truth: Estate planning gets complicated when businesses, farms, or unique family dynamics come into play. It’s about balancing values, intentions, and real-life practicality.

💬 Watch this clip as Casey and I discuss why "fair" might mean tailoring your plan to your family’s specific needs—and why having these conversations now is so important.

🎙 What’s your take? Should "fair" always mean "equal"? Let us know in the comments! 👇

11/13/2024

Your estate plan is the final chapter of your financial plan. All your hard work saving, investing, and building wealth should have a clear purpose—whether it’s taking care of your loved ones, supporting causes you care about, or leaving a lasting impact.

Take Charge of Your Future: Work with a professional to align your estate and financial goals.

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3600 1st Avenue NE, Suite 100
Cedar Rapids, IA
52402

Telephone

+13193633811

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