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4840 N. River Blvd. NE Suite 100
Cedar Rapids, IA 52411
(319) 393-6526

Welcome to Strellner Agency Group

The Strellner Agency Group has had an amazing 725% increase in business expansion in the last 22 years! Our goal remains to work with individuals and small business owners to provide value to define and achieve their financial goals. The “Team Approach” used with partnering our experienced and younger Advisors continues to be at the heart of the success of our clients, as well as our Agency. It is our pledge to be here when you need us the most and be your “Friends for Life”.

Thank you for your business and friendship!

Tim Strellner

Helpful Content

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Retirement Seen Through Your Eyes

What your life will look like after you leave work.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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