Get peace of mind!
We have years of financial planning and insurance experience helping clients prepare for the many unknowns in their future and retirement. Ask us about Financial Planning, Healthcare, Life Insurance, and many more! We can access any investment and insurance product available to provide a plan that fits your specific needs.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Everyone has different financial and insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.

Jeff transitioned into financial planning and insurance in April 2021 after leading a successful business consulting firm for over 15 years. Jeff leads a team of financial planners and insurance experts to provide customized retirement plans for individuals. As a broker, Jeff has every investment option and insurance option available for his clients.

Danie began her insurance career in April 2023 with Futurity First Insurance Group. She coordinates all the Healthcare updates and Health Insurance company product updates.

Joe began his career with Mutual of Omaha. He then went on to successfully gain all the licenses to provide financial planning and investment strategies for individuals. He started with Futurity First Insurance Group in April 2023. He is the lead for the financial planning team in Iowa.
Please contact us if you cannot find an answer to your question.
It is as easy as a phone call to your agent. We are always ready to meet with you in the convenience of your home as well.
We offer a full sweet of Health Insurance, Life Insurance, and Financial Investments.
There are three things that set us apart.
First, as an insurance broker we represent every insurance company that is approved in the state of Iowa. So, we select the best insurance coverage among all the insurance companies in the state.
Next, we look at your whole financial picture by integrating your financial planning with your healthcare costs. Most financial planning firms do not account for rising healthcare costs in retirement.
Finally, we only move forward on your insurance coverage and/or financial investments after you fully understand the costs, the coverages, and the level of financial risk. We advise, but it will always your decision.
Sign up to hear about insurance news.
Fill out the form with any questions you have about finding the coverage that's right for you!
1225 SE University Ave suite 201, Waukee, IA, USA
Monday - Friday: 8am - 5pm
Saturday: By appointment
Sunday: Closed
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.