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12345 University Avenue
Suite 200
Clive, IA 50325

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Brian Bolton

515-205-1473

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

Preparing you for Life's Challenges

Welcome, I’m Brian Bolton, an insurance/financial professional in the Des Moines, Iowa area. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is full protection, saving for home, auto, business expansion, retirement, college savings, or estate strategy, we focus on your unique needs and financial objectives.

Our associates have years of experience with insurance and financial services. We can help you address the needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (515) 205-1473.

Click on "About Us" and select "Our Products and Services" for a list of the areas we can provide assistance. If you have a unique situation call or send an email and we will help you find a solution!

Helpful Content

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Here’s a crash course on saving for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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