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Updated: Dec 13, 2021
Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you want to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most to you.
If you’ve ever asked yourself these questions …
How do I know if I’m truly prepared for retirement?
How do I manage the right retirement savings plan for my employees?
… we are here with customized solutions for all your financial concerns.
We’re Here to Help
We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our complimentary introductory session, we’ll discuss:
Things that worry you about your financial future
Your vision of what retirement looks like
Solutions to your specific concerns
How our process and services can bring value to your financial life
Get Started Now
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.
You may also call 515-557-1860 or email email@example.com.
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; 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.