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Contact Us627 E Locust Street Pat Johnson Pat Johnson and Barbara Kazma are registered representatives of LaSalle St. Securities, LLC. |
Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars. To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio. Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to meet your needs and expectations.
Through our relationship with LaSalle St. Securities, LLC., we are able to offer a wide range of high quality investment products and services for every investor.
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Mutual Funds
- Long Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Estate/Inheritance Conservation
- Retirement Planning
- Tax-Advantaged Investing
- College Planning
- IRAs/Roth IRAs
- Pension/Profit Sharing Plans
- SEP and SIMPLE Plans
- 401(k) and 403(b) Plans
Securities are offered only through LaSalle St. Securities, LLC. Member FINRA/SIPC. 940 Industrial Dr., Elmhurst IL 60126. Insurance products and Fixed Annuities are offered through third party annuity providers. Past performance does not guarantee future results. These Investments are Not FDIC insured nor are they guaranteed by Iowa State Bank, LaSalle St. Securities, LLC., or any third party annuity provider. Investments involve certain risks including the loss of principal.
Newsletter
Here’s where you can find investment information from Money At Work, a free investment newsletter.
| Spring 2010 (pdf) | Five reasons to revisit equities How to help pay for college Inheriting an IRA? Weigh your options Key points on Homebuyer credits Addressing long-term family needs |
| Winter 2010 (pdf) | Don't make these seven investment mistakes Introducing the new DB(k)Plan Five ways to manage money better Ring in a Roth IRA Conversion Why you should name a guardian |
| Fall 2009 (pdf) | Eight steps to take on the investment path New twists and turns for RMDs Donating to charity Financial pointers for college grads |
| Summer 2009 (pdf) | Tax breaks in the new stimulus law Do you need diversification Don’t fear the probate process Five key changes for retirement plans |
| Fall 2008 (pdf) | Saving for Retirement When You Fly “Solo” Dynasty Trusts: Leaving a Legacy How To Tell Two Investment Principles Apart Have the Tax Time of Your Life |
Summer 2008 (pdf) |
Five Ways to Invest for College Nailing Down the New Mortgage Law Questions to Answer Before Retirement Benefits of a Credit Shelter Trust |
| Spring 2008 (pdf) | Rollover to an IRA: A Neat Tax Trick Three Top Ways to Buy Bonds Putting Estate-Planning Tools to Work Giving to Charity the "Right" Way New Limits for Retirement Plans |
| Winter 2008 (pdf) | Avoid These Four Common 401(k) Mistakes What is Your Time Horizon? Five Steps to Take Before a Job Change A Living Will Can Show the Way Mixing and Matching Your Investment Assets |
Not FDIC Insured May Lose Value No Bank Guarantee