Contact Information

CONNECT

Address:

314 Main Street

Moville, IA 51039

Phone:

712-873-3123

Fax/Other:

712-873-3317

Our Services

Countryman Financial Services assists individuals and businesses in all areas of insurance and financial management, including:

 

  • Health Insurance

               Navigating the health insurance laws and regulations can be challenging and confusing.               Findingt the right plan for you and your family or business needs experienced and trained advisors. 

  • Life Insurance

              Helping you determine what type of life insurance is best for you. If someone will suffer financially when you die, chances are you need life insurance. Life insurance provides tax free cash to your family after your death. Life insurance can help your family meet many important financial needs like funeral costs, daily living expenses and college funding. 

  • Retirement Planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     
  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     
  • Education Funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     
  • Employee and Executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.