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Lance Eddie, Financial Advisor

FINANCIAL ADVISOR
Lance D Eddie

CFP®, AAMS™
1850 Sunset Dr Suite 104, Norwalk, IA 50211opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews
  • Wealth Strategies

About Lance

I spend the majority of my time helping clients prepare for retirement and enjoy living through retirement. My practice involves implementing solutions that help clients grow their wealth while protecting against four main risks:
- Dying too soon
- Living too long
- Becoming disabled
- The rising cost of living

I implement a time-tested process, designed to identify your specific long-term goals and then implement strategies to help you accomplish those goals. I also help you stay on track toward your long-term goals through ongoing personalized contact and face-to-face reviews.

An important part of our ideal client experience is working closely with your tax and...

Work History

  • Edward JonesOctober 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of IowaBachelor of Business Admin

Team Members

  • Tammy Zimmerman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(515) 981-7000

Fax

(877) 206-4172

Office Address

1850 Sunset Dr Suite 104
Norwalk, IA 50211opens in a new window

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