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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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Pursuing Success By

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you achieve your goals!

Creating A Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you achieve your goals!

 

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Our Services

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Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Saving For College

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

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Graham Jepsen

Financial Advisor

Graham Jepsen is an Investment Advisor Representative for Cetera Advisor Networks LLC. Graham graduated from Luther College in Decorah, Iowa in...

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Terri

Executive Assistant

Terri joined our team in the October of 2015 as an Administrative Assistant, providing support for both Graham Jepsen and David McNamara. ...

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Kristie

Executive Assistant

Kristie joined our team in December 2019 as an Executive Assistant. With 17 years of experience in the service industry, she has learned how to...

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Jan

Jan has been with The Planners Group for 22 years, joining our team in April of 1997.    She supports our entire team and clients as our...

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Contact info

  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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