WinnerLynk Advisory Group | Financial Advisor in Hiawatha ,IA

1327 Boyson Rd
Hiawatha, IA 52233
Phone: (319) 730-7526

Wealth: Define It...Build It...Keep It... Pass It On!!


About

Financial success doesn't just happen; it's achieved with proper
preparation and commitment to sound financial strategies. Whether
you are building a personal financial program or a corporate
benefits program, the options facing you can be overwhelming.

Winner Lynk Advisory Group is a comprehensive financial services
and wealth management firm dedicated to providing insight and
solutions that assist our clients in their pursuit of financial
independence and life goals.

Each relationship begins with our commitment to learn about our
clients, their needs, and their ambitions. Only then can we perform
the analysis necessary to recommend proper action steps. Our
mission is to educate clients so they understand their financial
picture, and implement solutions that match their priorities and
resources.


General Information
Firm Start Year:   1986
No.of Employees:   5-9
States Licensed in:   AR, CA, CO, DC, FL, IA, IL, IN, LA, MD, MI, MN, MT, NE, NM, OH, TN, WI
Work Experience:   I have been a financial planner since 1986.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Stocks , Annuities , Exchange Traded Funds (ETFs) , Insurance , Bonds , Options & Futures , Mutual Funds
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Variable Life , Long Term Care , Variable Annuity , Life , Health
Financial Organization Memberships:   Million Dollar Roundtable , Financial Planning Association (FPA)


Firm Information
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   150


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $75,000
Compensation Methods:   Commissions , Based on Assets , Hourly
Fee % Based on Assets:   1.35
Hourly Rate:   $185.00
Minimum Fee Charged for Hourly Planning Accounts:   $740.00



FAQs

  • Do you have a customer satisfaction or refund policy? Yes, if a client is not satisfied with the prepared financial plan, we will not collect a fee.
  • What are your qualifications? What is your education background? Jan has worked in the financial industry since 1979. As a Certified Financial Planner or CFP, Jan has taken extensive exams in financial planning, taxes, insurance, estate planning and retirement. Jan is registered as a Broker-Dealer Agent and Investment Advisory Rep and is able to buy/sell securities and is authorized to give investment advice to clients.
  • What is your approach to financial planning? I take a holistic approach to financial planning with the intention to determine first what a client's specific goals are and then determine what action items need to be implemented to enable the client to reach those goals. My primary goal is to education clients about the choices available and then discuss the pros and cons of various options.
  • What services do you offer? Almost all clients begin with a comprehensive financial plan although there are some exceptions. We have access to brokerage accounts, direct mutual fund investments, asset managed account or wrap accounts on several platforms and access to many insurance companies for insurance needs.
  • How many clients do you currently manage? Jan has approximately 150 active clients.
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Jan Beal, CFP

Jan Beal, CFP

CLTC, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Jan has been providing financial strategies for clients since 1986. She has built a solid client base and expanded her business through referrals from clients. Developing a relationship with each client is essential. Gaining their trust is one of the most valued assets in building the personal relationship Jan has with each client. Only then can she offer the service that is best suited to them.

Communities Served

Alburnett Amana
Anamosa Atkins
Blairstown Cedar Rapids
Center Point Central City
Coggon Coralville
Ely Fairfax
Homestead Lisbon
Marion Martelle
Mechanicsville Middle Amana
Morley Mount Vernon
Newhall North Liberty
Norway Palo
Quasqueton Rowley
Ryan Shellsburg
Solon South Amana
Springville Swisher
Tiffin Urbana
Van Horne Vinton
Walford Walker
Watkins Eastern Iowa

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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