Gremler Financial Group

CONNECT

Address:

4140 Grand Avenue
Des Moines, IA 50312

Phone:

1-800-GREMLER (473-6537) ,515-453-2222 ,

Fax/Other:

515-453-2225

Our Mission

Our mission is to assist you in the pursuit of accumulating and preserving wealth for yourself and your loved ones. We pursue this goal by providing quality advice and service. At Gremler Financial Group, we do more than talk about the services we provide.  We go a step further by putting our commitment to you in writing.  
 Working Toward Your Objectives
You spend your life working to accumulate and grow your assets. However, an unpredictable market and an ever-changing tax policy structure create an intricate web of variables that can pose significant challenges as you attempt to maintain and increase your wealth.
Gremler Financial Group can help you protect your assets from the challenges these variables create. With our team on your side, your retirement plan will evolve from a general strategy to a fully integrated plan of action. Your plan will incorporate both individual circumstances and contingency plans as we can pool knowledge from our diverse skills in financial planning, investment management, accounting, insurance, tax law, and estate planning. The combined efforts of our dedicated team members will provide you with a cohesive plan that is customized to work for your specific needs. We can help you protect, manage, transfer, and increase your assets.
Charting a Course for Potential Success
The Wealth Management Division at Gremler Financial Group presents our clients with numerous financial management services. The purpose of this division is to coordinate investment, financial, tax, and estate planning. We carefully analyze many facets of these disciplines including the following:
  • Investment Policy Statement
  • Asset Allocation*
  • Customized Financial Plan
  • Tax Returns
  • Wills
  • Trusts
  • Insurance Documents
  • Advanced Medical Directives 
  • Durable Powers of Attorney
  • Other Estate Planning Documents

 Please note that neither Voya Financial Advisors nor any of its agents or representatives provides legal or tax advice. For complete details, consult with your tax advisor or attorney

 

All of these components are analyzed with your investment portfolio to ensure that no detail of your financial plan is overlooked.

Our first step when planning your financial future is to examine your individual situation and to map out a course that we hope will lead you to your financial goals. After this step is completed, we review your plan periodically and make adjustments as demanded by your life’s constant big and small changes. As a client of Gremler Financial Group you also will receive one-on-one meetings with our staff as your financial situation requires.

When you develop a relationship with our Wealth Management Division, you also will gain a financial planning team that will assist you as you work toward your financial goals. We look forward to working with your accountants and attorneys; we want to ensure all possible opportunities are made available to you and that all parts of your financial plan are carefully examined.

It is only when you feel financially confident that our company is fulfilling its mission.

 

Our Team

You may have noticed our frequent use of the word "team," and that is no accident. We value the team-oriented management strategy we employ at Gremler Financial Group, and we believe you will appreciate it as well. The purpose of any team is to provide order, and a team only succeeds when its members cooperate with one another. At Gremler Financial Group we want to bring financial order to your life, and we strive to meet all your financial needs in one office, which requires the cooperation of our company’s diversely knowledgeable staff members. We believe our team-centered approach to managing finances is a unique strategy that greatly benefits our clients.

When a team works together, it wins. Let us work with you to help your finances win.

 

Multiple Areas of Focus

Our Wealth Management Division takes pride in helping others. We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to address most of your financial needs with thoughtful and innovative planning strategies.  At Gremler Financial Group we give financial assistance to families, businesses, professionals, and executives.

 

Families

Building and Preserving Wealth Investment Management
Leaving a Lasting Legacy to Family Insurance
Tax Planning Philanthropy / Gifting

 

Businesses

Transferring or Selling a Business Business Succession
Investment Management Disability Buy-Out
Executive Benefit Planning Buy/Sell - Cross Purchase

Retirement Plans

  • Roth/Traditional 401(k)
  • Profit Sharing
  • Defined Benefit
  • Comparability
  • Other plan options.
 

 

Professionals

Strategic Debt Management Investment Management
Asset Protection and Risk Management Tax Minimization
Captive Insurance Business Continuation Planning

Retirement Plans

  • Roth/Traditional 401(k)
  • Profit Sharing
  • Defined Benefit
  • Comparability
  • Other plan options.
Personal Financial Planning

 

Executives

Maximizing Retirement Benefits Retirement Distribution Planning - NUA
Exercising Stock Options Executive Benefit and Tax Planning
Maintaining Lifestyle in Retirement Investment Management in Retirement
Concentrated Equity Positions Estate Planning
Legacy Wealth Transfer Personal Financial Planning