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Resources

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Here are some useful resources to help you:

Websites

Taxes:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times
  • Yahoo Finance

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor. 

Phone: 712-364-3140
Fax: 712-364-2122
Toll Free:

Email: FRsweers@unitedplanners.com

200 Moorehead Avenue, Ida Grove, Iowa 51445

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  • Legal, privacy, copyright and trademark information

IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements. 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator. 

Insurance Services offered through FSB FINANCIAL SERVICES. Advisory Services offered through BRADFORD FINANCIAL CENTER. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC
FSB Financial Services, Bradford Financial Center and United Planners are independent companies. 

We are registered to sell Securities in the following states:
Florida, Iowa, Illinois, Kansas, Maine, Minnesota, Missouri, Michigan, Nebraska, South Dakota, Washington. 

Fred Sweers is a Registered Representative offering securities through United Planners Financial Services, FINRA, SIPC. Financial Planning and investment advisory services through Bradford Financial Center, a Registered Investment Advisor. United Planners, Bradford Financial and FSB Financial are not affiliated. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not a Deposit. Not Insured by any Federal Government Agency. 

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