Client Focus
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Corporate Executives We specialize in assisting executives with Personal Choice Retirement Accounts (PCRA). Offered by respected custodian Charles Schwab, these self-directed brokerage accounts (SDBA) are designed to integrate seamlessly into your retirement plan and supplement your core fund lineup. PCRAs give you a wealth of investment options and provide more flexibility, increased diversification and a greater role in managing your retirement savings.
Contact Terry Vrieze at terry@srmltd.com or (515) 279-1400 to learn more. Women in Transition
Finding a trusted advisor to help sift through, sort and make sense of everything can provide tremendous relief to a woman in transition during this difficult period. Terry Vrieze specializes in helping women through this challenging time – and beyond. Through strategic alliances with other professionals (e.g., estate attorneys, insurance specialists, real estate agents, mortgage brokers, bank loan officers, etc.), we help women in transition with estate planning, insurance issues, real estate transactions, charitable giving, refinancing property and appraisal of businesses or property prior to sale. We have developed alliances with grief support specialists, assisted living facility managers, home maintenance and repair providers and even computer support technicians. Suddenly Single: Facing Financial Challenges as a Woman in Transition Contact Terry Vrieze at terry@srmltd.com or (515) 279-1400 to learn more.
Affluent Individuals Many of America's wealthiest individuals have not taken basic steps to protect their assets, leaving their legacy and the financial security of their families to chance. Could this be you? Like most high net worth individuals, you’ve likely come to realize that with wealth comes added complications, including:
We have found that many affluent individuals are not communicating their plans, even with those closest to them. Have you discussed the transfer of wealth with your family members? What about Mom and Dad? Are you worried about their health care and estate planning, but avoid talking about it? Planning for the care of older relatives is a top financial goal for families such as yours. At Successful Resource Management, we understand that having money can bring more problems than it solves. Wealthy families and affluent individuals are finding that money can bring unexpected challenges along with the obvious rewards, and each generation faces a new set of issues and dynamics. Our trained and caring team can help you sort through the realities and create a plan that addresses these important concerns. Contact Terry Vrieze at terry@srmltd.com or (515) 279-1400 to learn more.
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We work extensively with local corporations and public employee groups providing educational opportunities and advisory services to many employees. We help them manage the assets they have accumulated in their 401(k) plans as well as other assets in self-directed brokerage accounts. 
Losing a spouse is difficult on many levels. Women who find themselves unexpectedly single – whether widowed or divorced – are forced to grapple with an overwhelming sense of grief, confusion, and loss of identity. And beyond dealing with the emotional fallout from losing or divorcing their spouse, women may be faced with a series of financial, legal and even domestic challenges that can be quite perplexing.
