Edward Jones-Financial Advisor: Isaac Allmaras

Edward Jones-Financial Advisor: Isaac Allmaras CFP®, CRPC™ I am a CERTIFIED FINANCIAL PLANNER™. I also hold a CRPC® designation which stands for Chartered Retirement Planning Counselor.

Through obtaining the CFP® certification, I expanded my knowledge in the areas of financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations. In addition to the education and examination components of certification, I also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct. This advan

ced training program focuses on the pre - and post - retirement needs of individuals. Study topics include principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care.
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You might have noticed a new face has joined the team! Please help us give a warm official welcome to Lexi Elder.

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Don’t be in the dark when it comes to your finances. With Online Access, you can access and track your accounts with eas...
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209 Cornerstone Drive Suite 209 G
Oskaloosa, IA
52577

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