Roger Ruden

Roger Ruden

Financial Consultant
Retirement Planning Specialist

Visit my web site!

Phone: 515-243-4000
Fax: 515-243-4007
E-mail:
At Retirement Group
 

Capital Strategies is not owned or operated by AXA Advisors or AXA Network.

 

Since 1992, I have been helping people just like you make sound financial decisions. My staff and I are dedicated to taking the time to understand you and your unique objectives. I believe that your goals are interrelated and you can't strive for one without considering the impact on the others. We will use our experience and resources to help put you in a better position to attain what is important to you. I make recommendations for my client's well being based on what I would do for myself and my family, if in the same situation. In doing this we rely on many different financial services, including: Retirement Planning Asset Allocation Analysis IRA's (Traditional and Roth) Mutual Funds, Money Market Funds & Savings Plans 401k Rollovers 403(b) & 457/401(a) Plans College planning/529 Plans Insurance (Life, Long Term Care & Disability) I also provide many benefits for business owners including: 401(k), SEP and Simple Plans Group Health and Life Insurance Executive Compensation programs I can also conduct educational workshops for your company`s employees. Topics can range from the general, such as principles of sound personal investment planning. Or they can be more specific, for example why employees should contribute to the company`s new 401(k) plan or the advantages of proper asset allocation. Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients. Whether you`re an individual, couple, a growing family or business, taking control of your financial future starts with a plan. Call my office for a free consultation at 515-243-4000 or toll free at 877-243-4111.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.