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OUR PHILOSOPHY

Our Service is Personal

Our sole objective is to provide the support, tools, and resources that you need to focus on growing your business and your clients.

We believe in creating an atmosphere of trust and mutual respect with each of our Advisors. With Nations you are treated like a Partner, because that is exactly who you are — our Partner. We take great pride in our people. Our Cedar Rapids, Iowa-based home office professionals are courteous, responsive, friendly, and thoroughly knowledgeable. Being from the Midwest gives us a distinct advantage. Honest, helpful, and hardworking aren’t just Midwest clichés. They are our standards for service and the way we live our lives.

OUR MISSION

Prosper: A Way of Life

Partnership

We believe the secret to success is doing what you love and sharing your passion with like-minded people in pursuit of a common goal.

Responsiveness

We view every interaction as an opportunity to exceed expectations.

Opportunity

The ability to achieve TrueWealth.

Stability

Making prudent decisions to protect all stakeholders today and for the long term.

Personal

“You will get what you want in life if you help enough other people get what they want.” – Zig Ziglar. We agree!

Empathy

The way we operate encompasses a broad framework of understanding others unique perspectives.

Respect

Listening. Affirming. Being Kind. Being polite. Being thankful.

Our Approach

RUN

You will have access to premier tools and a team to assist you when you are ready to start fresh. 

GROW

We serve as a sounding board for your new growth plans, while assisting you in developing your client base. 

PROTECT

We focus on protecting your business and your clients by helping you minimize your exposure to risk. 

TRANSITION

The Transition is critical to get right when you make a change.  We will be with you every step of the way.