Iowa Investment Group, LC

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United States
Dunkerton, IA
Iowa Investment Group, LC

Our core focus is on financial education; allowing investors to make informed decisions on matters of business and personal finance.

For important disclosures, please visit our website at https://iowainvestmentgroup.com.

10/17/2026

And that's a wrap on gardening season! 🍉 Madden finally got to harvest her prized watermelon, and it seems that fall has officially arrived. 🍂

What fall events and activities are you excited about? 🎃

10/13/2026

❓“When should I start to work with an advisor?”

🤔 When you’re ready to get serious about your financial plan.

👨‍👨‍👧‍👧 When your spouse or family counts on you going to work every day.

🎓 When you’re navigating paying off your student loans.

💼 When you get a new job.

💵 When you receive an inheritance or windfall.

💭 When retirement goes from ‘someday maybe’ to just a few years away.

Working with a financial advisor is for more than just retirees; it’s also for anyone navigating life’s milestones and transitions with confidence and clarity.

10/06/2026

While it can be nice to look back on how far you’ve come on your journey to financial independence, it’s also important to be mindful of where you’re going - and how soon you hope to get there. 👣

Your time horizon is critical, and it’s imperative that your asset allocation and risk appetite are accordingly aligned. ⚖️

10/03/2026

It’s not uncommon that we post here about things besides the market. Why? We want you to get to know us.

We’re advisors. Husbands, fathers, and sons. Sports fanatics and travelers. Gardeners and cyclists. DIYers and hobbyist woodworkers (and yes, ‘square’ can still be relative, unfortunately 😅).

We understand that talking about your finances with someone is an intimate and intricate thing. Getting to know you and your finances is what helps us help you.

And we want you to get to know us, too.

10/01/2026

October is Financial Planning Month! When was the last time you took a look at your financial plan? Our Periodic Review cuts through the (too much) Information Age to ensure your financial assets are in tune with your goals and objectives.

09/23/2026

I always knew I wanted to help people. To make a positive impact on the lives of others. “Meeting and working with your dad was one of the best things that could happen to us.” It hit me hard the first time I heard it. And it’s hit me hard every time that I have heard it since. We believe in what we do. We believe in our clients. And we believe we make a difference for them. Allow us to make a difference for you.

09/17/2026

The list of reasons to have life insurance coverage in place is long.

The list of reasons not to isn't.

Pictured are my top three reasons that I have life insurance coverage in place.

Who or what is at the top of your list?

09/09/2026

One of my favorite parts of what we do is witnessing client dreams being realized. No matter whether those dreams coming true are of vacations, early retirements, college funding, a down payment on a home - it's hard to beat hearing stories or seeing pictures from clients.

✈️ The upcoming trip to Europe with the grandkids.

🫎 The pictures from Alaska.

🎓 The final payment for the last semester of college.

🗺️ Another state checked off the list on the quest to visit all 50 states.

🏡 The down payment on the house you'll make a home.

We hear lots of stories of national parks, too. The Colorado Rockies, the red rocks of Utah, Yellowstone, and the Tetons, to name a few. Last week we went to Glacier for the first time, and we'll be back. I've heard many stories from clients of travels to Glacier, and we put a lot of what you've shared to work. It was an incredible trip.

All that to say, we're listening. Listening to your dreams and your stories. I believe that we as advisors have the ability to make a positive impact on the lives of our clients. And our clients have the ability to make a positive impact on ours.

And yes, we drove. 😅

09/08/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, let's chat. That's exactly what we're here for.

09/01/2026

September is Life Insurance Awareness Month! Did you know that life insurance premiums can be lower the younger and healthier you are? Insurability is a privilege rather than a guarantee, of course, as our health can suddenly change.

Address

8204 N Canfield Road
Dunkerton, IA
50626

Website

https://iowainvestmentgroup.com/

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