Retirement Planning

You’ve worked hard and thought about it for years: what your life will look like now that you’re not setting an alarm, clocking in, preparing emails, traveling to job sites or attending meetings. Will you meet friends for coffee? Go to the gym? Start a new hobby? Volunteer your time? Travel with your significant other or friends? Play with your grandkids? It’s all new and fun and exciting and you don’t have time to worry about alpha and beta and risk tolerances and which stocks and bonds you should own. You want a solid team who cares about you, the people and causes that are important to you and how you want to live out this next chapter. You’ve come to the right place!

Heidi has over 40 years of investment experience and has been a licensed financial advisor for over 20 years. She wants to hear your story; help you craft a personalized plan and humbly earn your trust as she guides you on your next adventures. Heidi can help you budget for the needs and activities that matter to you and then assist you in achieving them. She can advise you on your optimum social security claiming strategies along with setting up a monthly “paycheck” straight into your bank or credit union account to replace your wages.

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We are here for all of life’s transitions. Explore our services:

Finance

Insurance

Legacy Planning

Contact Us

Our process puts your goals at the center. We offer personalized financial and insurance guidance with a fiduciary standard.

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[email protected]
[email protected]

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(563) 949-4705

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4500 E 56th Street, Davenport, IA 52807

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By Appointment Only

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Huiskamp Collins Investments, LLC and JWC/JWCA are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.