We call this checklist "Last Chance" because it reminds us to take a look at some areas – like taxes, investments, health care, insurance, and retirement – that might need our attention before the end of the year.
As you'll see, it's quick and should take about 5 minutes to complete.I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, we should address them right away.If you have a friend or family member who could benefit from this year-end checklist, just send them a link to this page!
Investors Choice Financial Services was voted 2022 Best Financial Planning by readers of the Marshall Independent.
Voting for 2023 Best of will start soon!!
Founded in 1995, our business is built on a foundation of thoughtful client relationships. Focusing on 401(k), 403(b) and SIMPLE Plans we assist the business owner, human resources and plan participants navigate the process of enrollment and retirement.
Investors Choice Financial Services collected 169 eyeglasses at the Murray County Fair in Slayton, MN August 17-20, 2022, on behalf of the Hadley & Fulda Lions Clubs. People stopped at their fair booth to donate old, even broken eyeglasses & sunglasses that they were no longer wearing. As a Thank You for the donations, the Goedtke’s made an additional donation of $500 to the Lions Club. Eyeglasses and money gathered are sent to the Lions Eyeglass Recycling Center, where they are sorted to determine which are usable. The eyeglasses are then placed in inventory for distribution to optical missions around the world. Lions help to minimize landfill waste by supporting precious metal reclamation and scrap processing for damaged glasses that are determined unusable.
Please consider donating to this organization. If you have any glasses that need a new home, drop them off to a Fulda or Hadley Lions Club member, or at an Investors Choice Financial Services office in Slayton or Marshall.
We learned that the Lions do not accept glass cases and are actually discarded, so we donated those to our Slayton neighbor THREE CHURCH for their fundraising rummage sale.
Established in 1995, Investors Choice Financial Services Inc. was founded by Jim and Carla Goedtke to provide individuals and organizations personal financial planning suited specifically to their needs. Their goal is to provide excellent advice and service as individuals’ plan for their financial future.The Goedtkes have a deep commitment to the communities and the clients that they serve. This includes volunteering for and providing philanthropic opportunities to many organizations and charities in the region. After starting the locally owned business in 1995, they expanded their offices in 2002 to Marshall, MN. Team members of Investors Choice include Katie Furth, CRES, Jahul Miya, Zoey Logan and Ndekusia Mariwa.
Congratulations Katie! Our newest NTSA Certified Retirement Education Specialist (CRES) designee. She completed her training and testing and is now available to teach the Retirement Education programs to plan employees. She completed a certificate program through the American Retirement Association (ARA) Retirement Planning Academy addressing the important retirement planning considerations of public employees. NTSA CRES Advisors have agreed to abide by the highest standards of professional conduct and to coordinate all educational activity in accordance with plan solicitation policies and guidelines.
There are ten financial professionals that are appointed from over 800 representatives of American Portfolios Financial Services (APFS) that serve on American Portfolios Advisor Council (APAC).
Members of APAC have direct contact with each of the department heads of APFS to help develop and refine information and services. APAC members vet and act in beta capacity to review new technology, processes and communications prior to it being rolled out to all of their fellow colleagues at APFS. APAC acts as the voice for affiliated investment professionals of APFS, bringing their ideas and suggestions to the decision-making table of senior management of APFS. APAC members are involved in many important initiatives that help the independent broker/dealer better serve its advisor community so they can thrive in their practices. Carla recently completed her three-year term and was asked to serve another three-year term. During the past term she served as the Communications Sub-Committee Lead and a member of the Client Experience Committee dedicated to improving the client experience while interfacing with technology.
“APFS has made it part of the corporate culture that ideas of the representatives that are working directly with clients are heard by APFS management,” comments Carla.
“Serving on APAC is a huge responsibility to not only be a voice for over 2,000 families that we work with here at Investors Choice Financial Services, but also to be a conduit for our peers, their practices, and all of the families that they support.”
Just like leaving on vacation without a knowing where you are going, living without a financial plan can potentially leave you open to problems that may hinder your ability to meet your goals.
Investors Choice Financial Services is an independent financial planning practice specializing in retirement planning for businesses and individuals by offering service throughout our clients' lifetime to meet their defined goals and objectives.
In today’s world of new investment options, changing tax laws, rapidly evolving insurance products and volatile economic cycles, you may be searching for a clear direction in your financial life.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.