Sometimes investing, planning, and retiring are topics that can seem complicated and confusing. You might even consider them to be "clutter" in your life. One knows it is important, needs to be dealt with, but due to the complexities, you avoid it. Let Great River Investments, LLC declutter those areas of your life by providing financial, estate, and retirement planning services so you can feel confident.
Through our process, we evaluate our client’s needs, assess their risk tolerance, and then recommend a portfolio that is both suitable and in your best interest.
Our process includes a one-hour free consultation where we will gather your information and provide you with a detailed plan showing your next steps.
We plan the preparation of tasks that serve to manage an individual's asset base at death, which includes asset distribution and the settlement of estate taxes.
Certified Financial Planner™
Marvin specializes in comprehensive, fee-based financial and estate planning. He earned his Series 6, 7, 24, 51, 65 and Insurance Sales certifications, and in February of 2010, earned the Certified Financial Planner (CFP®) designation.
After 27 years of working for insurance companies and a community bank as a financial advisor, Marvin created Great River Investments, LLC in 2021.
Certified Public Accountant
Todd has over 40 years of experience working as a Certified Public Accountant (CPA) and as a corporate financial executive. After retiring from his position as Chief Financial Officer and corporate officer of Great River Medical Center in 2019, he joined Great River Investments in 2021 as a financial consultant. He specializes in personal and business financial planning, with a focus on financial forecasting models and projections, as well as tax planning issues.
Most people think all financial planners are "certified", but this isn't true. A Certified Financial Planner (CFP®) is a formal recognition in the areas of financial planning, taxes, insurance, estate planning, and investments.
Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. Great River Investments, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Marvin Thomson at 319-576-2264 and firstname.lastname@example.org.
Check the background of this investment professional on FINRA's Brokercheck.