S2 Wealth Planning

S2 Wealth Planning Financial advice should be easy to comprehend.

We offer innovative planning solutions with straightforward elegance, ensuring you understand our guidance and can avoid costly mistakes with your wealth. Much of my financial planning practice is devoted to helping families manage the financial aspects of the life changes associated with increasing care needs for an older adult. Between updating estate plans to accurately reflect their wishes, to

consolidating accounts and implementing an investment strategy that can create greater income to fund increased medical and care spending, we leave no stone unturned when putting together a financial plan to meet our clients' needs. Alzheimer's and other dementias have had an outsized impact in recent years, which is why I regularly partner with the Alzheimer's Association as a volunteer community educator.

08/11/2026

August is Make a Will Month. S2 Wealth Planning will be donating 10% of all Estate Plan Engagement fees collected between now and October 10, 2026 to the Alzheimer's Association Iowa Chapter Des Moines Area Walk to End Alzheimer's. Contact us to get started today.

7 Important Reasons to Consider a move to Independent Living CommunitiesMany older Americans consider aging-in-place in ...
08/01/2026

7 Important Reasons to Consider a move to Independent Living CommunitiesMany older Americans consider aging-in-place in their current home to be their “best” choice for living independently. Retirement communities...

Many of today's challenges for seniors wanting to stay in their home are answered through the benefits of a move to an independent living retirement community.

07/28/2026

I'm often asked why I give so much of my time and talents to the Alzheimer's Association Iowa Chapter when I haven't had a personal connection with a parent or other family member directly affected by the disease.

07/28/2026
I am excited to share that I have been named an Honorable Mention recipient for the 20th Annual "Invest in Others Awards...
07/22/2026

I am excited to share that I have been named an Honorable Mention recipient for the 20th Annual "Invest in Others Awards" for my charitable contributions to the Iowa Chapter of the Alzheimer's Association and rural families facing the...

I am excited to share that I have been named an Honorable Mention recipient for the 20th Annual

To boost the chances that your savings will let you live comfortably in retirement, there are six primary areas of risk ...
07/20/2026

To boost the chances that your savings will let you live comfortably in retirement, there are six primary areas of risk that you need to address.

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on ...
07/14/2026

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances. However, it is generally recommended that people consider purchasing long-term care...

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances.

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off you...
07/10/2026

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg....

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg.

Your "why" of financial planning is your personal reason for wanting to improve your financial situation. Everyone's "wh...
07/06/2026

Your "why" of financial planning is your personal reason for wanting to improve your financial situation. Everyone's "why" is different and can be shaped by various factors, such as your values, goals, and life experiences. Here...

Your

Most of us will outlive our ability to drive safely by several years. That makes "driving retirement" something to plan ...
07/06/2026

Most of us will outlive our ability to drive safely by several years. That makes "driving retirement" something to plan for thoughtfully, proactively, with dignity, and before it becomes an emergency.

Take the assessment to put a transition plan in place for limit seniors' driving to times and places that are safest for them and the community.

Address

15149 Buena Vista Drive
Clive, IA
50325

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 6pm
Wednesday 9am - 6pm
Thursday 8:45am - 4:45pm
Friday 9:30am - 4:30pm

Telephone

+18479170076

Website

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