Heim | Banzhaf Team
Creating meaningful and impactful experiences through developing relationships that inspire action.
515.246.7178
Heim.Jon@principal.com
Matt Banzhaf, CFP®
515.246.4080
Banzhaf.Matt@principal.com
Jill Wieneke
515.283.5248
Wieneke.Jill@principal.com
Kathryn Ferguson
515.246.4051
Ferguson.Kathryn@principal.com
West Des Moines Office: Carroll Office: 6701 Westown PKWY, STE 200 223 W 5th Street West Des Moines, IA 50266 Carroll, IA 51401
Fax: 866.469.9394 Phone: 712.792.6588
Fax: 712.792.1946
E-mail:
Newsletters
-
Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
-
Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.