Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money

Welcome to Private Asset Advisory Group LLC, West Des Moines, IA

Private Asset Advisory Group LLC is a highly reputable investment company that has proudly served individuals and businesses in the Des Moines and West Des Moines areas since 1987. If you are like most people, then you probably have many questions where investments, financial planning and retirement are concerned. Here at Private Asset Advisory Group LLC, our professional financial advisors can provide a wealth of information that will help you to achieve your future financial goals while minimizing risk. Whether you want to learn about how to set-up an IRA, investing strategies, retirement savings, college fund savings, life insurance, estate distribution and conversion or any other related topic, we have the skill and knowledge that is needed to effectively meet your needs.

In addition to the personalized attention you will get from our skilled financial advisors, you will also have access to financial calculators, newsletters, articles, e-seminars, institutional programs and more when you come to us for all of your financial planning needs. There are many legacy planning and money management companies in the Des Moines area, but we stand apart from the rest by incorporating strong ideas, personalized services, collaboration, and unique solutions to help our clients realize their visions and dreams. Whether you are just beginning to become interested in financial planning, or have already worked with other financial advisors, we will collaborate with all parties involved to effectively get the best solutions for your specific circumstances and needs.

Reasons to Choose Private Asset Advisory Group LLC

  • We have hundreds of satisfied clients that can attest to our quality services.
  • Our financial advisors are highly skilled in every aspect of money management matters.
  • You will get highly personalized services.
  • We can provide professional insight of services available in the market.
  • You will get exclusive access to special institutional programs.
  • We can handle every aspect where your investments are concerned.

Contact us today to speak with an advisor.


Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.


Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

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