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Contact Us627 E Locust Street Pat Johnson Pat Johnson and Barbara Kazma are registered representatives of LaSalle St. Securities, LLC. |
Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars. To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio. Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to meet your needs and expectations.
Through our relationship with LaSalle St. Securities, LLC., we are able to offer a wide range of high quality investment products and services for every investor.
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Mutual Funds
- Long Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Estate/Inheritance Conservation
- Retirement Planning
- Tax-Advantaged Investing
- College Planning
- IRAs/Roth IRAs
- Pension/Profit Sharing Plans
- SEP and SIMPLE Plans
- 401(k) and 403(b) Plans
Securities are offered only through LaSalle St. Securities, LLC. Member FINRA/SIPC. 940 Industrial Dr., Elmhurst IL 60126. Insurance products and Fixed Annuities are offered through third party annuity providers. Past performance does not guarantee future results. These Investments are Not FDIC insured nor are they guaranteed by Iowa State Bank, LaSalle St. Securities, LLC., or any third party annuity provider. Investments involve certain risks including the loss of principal.
Newsletter
Here’s where you can find investment information from Money At Work, a free investment newsletter.
| Winter 2012 (pdf) |
Four “talking points” in eldercare |
| Fall 2011 (pdf) |
Six investment moves for year-end |
| Summer 2011 (pdf) | Five steps for long-term investing Charitable rollovers: one last chance? Check your credit reports Can you opt for early retirement? Get a quick estate plan check-up |
| Winter 2011 (pdf) | Five ways to fight deflation fears Climbing up a bond ladder Can you undo a Roth conversion? Catch a Break for FSAs Social Security: Fact or fiction? |
| Fall 2010 (pdf) | Roth IRA conversions: it's decision time Issues for the "sandwich" generation Taking year-end investment action Guard against five 401(k) mistakes |
| Spring 2010 (pdf) | Five reasons to revisit equities How to help pay for college Inheriting an IRA? Weigh your options Key points on Homebuyer credits Addressing long-term family needs |
| Winter 2010 (pdf) | Don't make these seven investment mistakes Introducing the new DB(k)Plan Five ways to manage money better Ring in a Roth IRA Conversion Why you should name a guardian |
Not FDIC Insured May Lose Value No Bank Guarantee