2. Welcome We hope you are having a nice evening.

3. This is our Story

4. Where are we going? Des Moines, IA Carlsbad, CA Des Moines, IA

5. Services Healthcare Professionals & Business Owners & Wealth Management Self-Employed Dentists Estate Planning Tax Planning Retirement

6. Healthcare Professionals & Dentists Risk Management Portfolio Optimization Asset Protection Practice Structure

7. Business Owners & Self-Employed Tax Status Optimization Risk Management Asset Protection

8. Wealth Management Modern Portfolio Theory Investment Diversification Asset Allocation

9. Wealth Management Nationally known Professional Third Party Money Management Programs

10. Retirement 401k Rollovers 401k Plan Management Roth IRA Defined Benefit Programs

11. Estate Planning

12. Tax Planning

13. Thank you That’s all for now.