Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust.
We’re here for every phase of your financial life, helping you meet your financial goals.
The Tower Trust & Investment team of professionals is here for you through the phases of your financial life, from saving for retirement, through helping plan your financial legacy and administering your estate. Our team is able to offer clients a comprehensive array of services to help plan and manage their wealth and navigate the complexities along the way.
There are many important phases of your financial life, beginning with your first savings account as a child and the sound financial education that goes with it.
Accumulation planning is about intelligent investment management. Each investor has unique goals. We will create a customized portfolio that is well-coordinated with your overall plans for taxation, retirement, insurance, estate, and business to fit your personal financial situation. Our strategies have proven successful for hundreds of clients in the past, who consistently rated us as Outstanding.
During the wealth accumulation phase of your life, we will help you through the goal setting process, guiding you on the path to your financial future. We’ll work with you to create a portfolio that aligns with your goals and risk tolerance. Then we will provide you with the strategies necessary to ensure success including advising on:
Once you’ve reached retirement, we focus on protecting wealth to make sure your money lasts to meet your goals. Wealth Preservation creates a different, but equally important set of strategies for managing your portfolio.
Your risk tolerance may change and we’ll work with you to adjust your portfolio to meet your current needs. We’ll also help you reinvest the money you’ve put away in your workplace retirement account to ensure it’s working most effectively with the rest of your portfolio. Then we will advise you on the strategies that can help ensure success including:
Many people reach a point in life where they no longer wish to manage their own day to day financial needs, whether it be out of convenience, or necessity. As an independent trust company, we can step in and take care of the day to day needs, all while ensuring your best interest is always first consideration.
In addition to continuing to manage your portfolio to meet your changing needs, we can assist with our complete suite of services.
563.388.2628
info@towerqc.com
100 E Kimberly Rd, Ste 800
Davenport, IA 52806
8 AM - 5 PM
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