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About Us

Our Primary Purpose

Doelman Financial Advisory & Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personalized and comprehensive service available, thus earning a reputation for striving for excellence in our community. We provide both Personal and Business Financial Planning Services for our clients, and fill a unique niche by being able to tie both disciplines together into a Comprehensive Planning Approach.

Our Primary Purpose

We are located in Sioux Center, Iowa. Our clients are predominately busy Professionals and Business Owners located in Western Iowa and SE South Dakota that desire to be good stewards of the resources entrutsted to them.

Doelman Financial focuses on a proactive approach to financial guidance. We pride ourselves in providing a high level of service to a small number of clients who want and need a "go-to" and resourceful Wealth Advisor that can help them make proactive decisions in ALL aspects of their financial lives. As a commitment to continuing to provide a high level of service to our existing clients we only accept a small number of new clients each year. We have established account minimums based on the age of our prospective client and accept newly graduated professionals on a personality and common values "fit" basis. Most of our new client relationships are referred to us by our existing client families and through our professional associations. If you would like to speak to one of our clients to hear about their experience in working with our firm, please contact us directly and we will be happy to connect you.

Knowledge is power.

Our focus is making certain that all aspects of our client’s Financial Affairs are organized and working together. This includes proactively helping our clients to minimize tax exposure, overseeing debt reduction strategies, helping our clients make suitable investment decisions based on their unique goals and needs, keeping estate plans current in the face of changing Federal Tax law, and additionally for our Business Owner clients; addressing business security and continuation issues. We specialize in providing expertise in Retirement Cashflow / Income Planning for Baby Boomers. We also provide guidance on important issues such as when to file for Social Security Benefits, how to best allocate investment accounts to begin taking distributions, and where to best draw funds from,when. We assist clients in Retirement Healthcare planning including Medicare plan selection.

Client Centered

Our Business Planning Services focus on helping our Business Owners operate their business with an eye on their ultimate exit from their business - planned or unplanned. We offer strategies to help retain Key Employees, Buy/Sell planning for multi-owner situations, help maximize business owner benefits/minimize business tax liability and offer assistance in "Emergency Continuity Planning".

Our company is based on the principle that planning is vital to successfully making prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an no-obligation introductory phone appointment, send us an email or give us a call at 712-722-0025.

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