Do Your Friends and Family Need Financial Guidance? We’re Here to Help!
Updated: Oct 7, 2022
By Bill Taber
Over the past few years, we’ve seen our world become more and more unpredictable. Even though the status quo has always been changing, recent unpredicted events have quickly had a substantial impact on the financial markets. While many are fortunate enough to not be physically impacted by these major events, the widespread uncertainty they have created has likely affected your finances to a certain extent. That’s why having a solid financial plan is critical now more than ever.
Life is full of unpredictable events, but when you work with a trusted financial advisor to develop a plan that takes into account the ebbs and flows of the market, you no longer need to lose sleep over daunting headlines. As a client, you understand the value of having a solid financial plan to fall back on, but is there someone you know who would also benefit from a partnership like this? Here’s how we can help:
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. Our job at TABER Asset Management is to help you live life to the fullest by assisting you in making wise decisions. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need our services.
We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.
We’re Here to Help
In times of uncertainty such as these, it can be a great relief to know your finances are being monitored by a trusted advisor. We’re honored to work with clients like you and want to help even more people who are looking to create a customized financial plan to help them reach their goals.
When you have found something you know is valuable, you want to share it with others. We hope you feel that way about our services and will tell others about your experience working with TABER Asset Management.
Call our office at 515-557-1860 or email email@example.com with your referral or have them contact us directly. We’d be happy to get them started with a 15-minute intro conversation about their financial goals.
Bill Taber is President and Founder of TABER Asset Management, an independent, fiduciary wealth management firm that strives to do one thing well: manage their clients’ money by creating wealth, building wealth, growing income, and preserving capital so they can experience financial freedom. With more than four decades of experience, Bill is dedicated to building relationships with his clients and their families and walking alongside them as they navigate financial decisions. His favorite days are the ones when he gets to witness the joy and relief on his clients’ faces when they realize they can pursue their dreams and live their ideal lifestyles. Bill is known for going the extra mile, getting things done with integrity, and working with a stewardship mentality.
Bill graduated from the University of Iowa with a bachelor’s degree in business administration and fell in love with the profession when he got to help one of his first clients—his father—turn his lifetime of hard work into a dream retirement. He got his start in the industry as a corporate services representative for Bankers Trust Company and spent decades working as Assistant Vice President of E.F. Hutton & Co. and First Vice President of Principal Financial Securities. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program and is Series 65 registered.
In his spare time, Bill enjoys giving back to his community and served 11 years as a member of the Board of Trustees of Broadlawns Medical Center and 14 years as a Community Representative to their Board Finance Committee. He is also one of the founding members of the Greater Des Moines Connections Mentoring Program. When he’s not working, you can often find Bill spending time with his family and participating in one of his many hobbies, which include traveling to national parks, presidential libraries, and foreign countries; gardening; reading non-fiction; and practicing yoga, Pilates, and meditation. He also loves the simple joys of listening to music, going for walks or bike rides, and watching James Bond 007 films and any movie starring his favorite actress, Meryl Streep. To learn more about Bill, connect with him on LinkedIn.