When I was four years old, I started asking for little jobs around my grandparent's farm. I would bottle feed calves for 5 cents a head. I was rich! However, my parents made me put half of that earned money into savings. "But that's my money " would be my reply. Their reply, "Well, you aren't going to like taxes then! Trust us, one day you will thank us." That scenario threw me into a life-long habit of saving and investing into my future. Those habits eventually transferred into helping others build those same habits.
I eventually joined Edward Jones as a financial advisor. What do I do you ask? I help families organize their wealth, build their wealth, protect their wealth and pass on their wealth. The most important thing I do is making sure you are OK. How does all of this happen? I do all of this by using an established process to learn what is most important to my client and building personalized strategies to help them reach their goals and partner with them to stay on track throughout their life.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- College Savings
- Intergenerational Planning
Phone NumberNicole M Heiderscheit at (563) 582-0770
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More