Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Joshua Cloke, CLTC

Curtis Cloke, CLTC, LUTCF, RICP

320 North 3rd Street - Burlington, Iowa - 319-758-8484

Here at Acuity Financial, we only focus on one thing:

The Needs of Our Clients.

We pour every ounce of effort we have into developing, implementing, and monitoring investment and retirement strategies that will help our clients meet their financial and lifestyle goals. 

We believe in thinking "outside the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. 

Why Choose Acuity Financial?

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why You can feel confident choosing Acuity Financial:

Valuable Experience

Because over ninety percent of our clients are retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Acuity Financial, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully guided clients through some of the most difficult times in history. As a team, we have over 35 years of combined financial and retirement planning experience!

Cutting Edge Technology

We invest heavliy in technology to give our experts high quality tools and to ensure a seamless experience for our clients. Our proprietary software provides a visual dashboard which helps with the understanding and education of your current and future financial goals. 

Independence & Objectivity

Our independence is vital to delivering objective and unbiased recommendations. While some companies recommend products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interest rather than any specific company. 

Disciplined Planning Approach

Our proven process includes an initial meeting to discuss your risks and fears of retirement or investing, followed by a detailed discovery meeting to understand your current financial facts and retirement goals. In the third meeting, we present the math behind your initial baseline of facts as well as any tested alterations to your portolio. Then, during implementation, our highly skilled staff guides you seamlessly through the transition required to implement your plan. 

Diverse Offerings

Our combination of licenses, registrations, and special education qualify us to work with all types of investments and retirement strategies. There is virtually no investment vehicle we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including: 

  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Communication and Education

The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Information is solely intended for recipients in jurisdictions where the named advisor(s) are licensed to engage the investing public. Investments and strategies mentioned may not be suitable for all investors. The named advisor(s) and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and other such indices are unmanaged, do not incur fees or expense, cannot be invested into directly and individual investor’s results will vary. Past performance is no guarantee of future results. As with all investments, income generating programs, etc. various risks may exist and JWC/JWCA recommends you consult with your financial advisor prior to making any financial decisions.

Curtis Cloke and Joshua Cloke are registered representatives of J.W. Cole Financial, Inc., member FINRA/SIPC
 
320 N 3rd Street, 6th Floor, Burlington, IA 52601 | Toll Free: (800) 942-1953 | Local: (319) 758-8484

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Acuity Financial and JWC / JWCA are unaffiliated entities. 
 
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. 
 
Important Consumer Information: 
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation. 

© 2012-2017 Acuity Financial, Inc. All rights reserved.

Contact info

Acuity Financial
320 North 3rd Street, 6th floor
Burlington, Iowa 52601

 

Tel | +1-319-758-8484

Fax | +1-319-758-8587

mgebhardt@acuityfinancial.com