Fiduciary advisors in Clear Lake, IA

Clear Lake, Iowa

Johnson Wealth & Income Management is an independent wealth management firm based in Clear Lake, Iowa, with over 50 years of service history. The firm specializes in retirement planning and income strategies, serving affluent clients through a four-phase process of discovery, strategy development, implementation, and ongoing monitoring. The firm also offers tax strategy guidance and investment advice, and is a member of Retirement Income Source, a network of advisors focused on income-generating investment approaches.

Clear Lake, Iowa

Talbot Financial Designs in Clear Lake, Iowa offers estate planning, financial planning, insurance analysis, and investment management services. The firm works with clients typically aged 50–70 with joint incomes of $100,000 or more, using a four-step process that includes goal-setting calls, fact-finding meetings, implementation guidance, and ongoing reviews. The team, led by Robert Talbot (MA, RIA) and including Holly Talbot and Jennifer Talbot, emphasizes educational approaches to debt elimination, tax planning for high-income individuals, and retirement income design, with meetings available in-office or by video conference.