Joshua Cloke, CLTC
Curtis Cloke, CLTC, LUTCF, RICP
320 North 3rd Street Floor 6 - Burlington, Iowa 319-758-8484
380 Q Street, 2nd Floor Suite 10 - Springfield, Oregon 800-942-1953
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!
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.
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.
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.
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:
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.
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