Broker Check
Tim Heisterkamp, CFP®

Tim Heisterkamp, CFP®

CERTIFIED FINANCIAL PLANNER™

When my father passed away in 1995, my mother who was 59 years old was now alone, facing life's challenges by herself with the question “What do I do now?” Fortunately, I am close enough that I was able to step in and help her make decisions about the house, life insurance, and other financial matters that she always shared with my father. I was not yet in this business, so we met with a gentleman, who was very sensitive to her emotional state and her financial needs. I didn't want my mother to invest with someone who would take advantage of her. I wanted a financial planner who would treat her as if she were his own mother.

That is the way I try to treat each individual investor as if he or she were the only one in the world. Each person's situation needs to be looked at uniquely. A cookie-cutter approach is not what you will get in my office. I vow to treat each person as if they were my own mother.

Contact Tim to schedule a meeting by calling him at (515) 386-2570 or texting at (515) 800-4150.