Tax Planning in Davenport, IA 52807

About Palen Financial LLC

Palen Financial, LLC is a successful Registered Investment Advisory firm located in Davenport, IA. We specialize in investment planning for families and we service small business 401(k) plans in the greater Quad City Area. We are not affiliated with any broker-dealer or insurance company. This allows us to remain completely unbiased and independent when choosing investment portfolios. Simply put, we offer a 'Open Architecture' approach to investment planning.'We are non-commissioned, so there is no conflict-of-interest between you and your financial advisor.'Through our signed Investment Advisory Contract with you, we decrease your losses by using exit strategies in down markets. We also increase your profit potential with our profit strategies in up markets.'With our transparent fee-based system, our business grows when your investments are doing well. Therefore, we have a strong incentive to make sure that your money grows. This is a win-win relationship that you should be very comfortable with.'Your money will be held at Scottrade, our primary custodian.

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