Your local homegrown financial planner

I thrive on helping others reach their goals.  I'll help you determine what's doable and how to do it, but first it's up to you to paint the picture. Retirement planning has many facets, let us help you make your map

How do you want your future to look?

What are your goals now?

Why does it matter to you? 

Hi, I'm Nate Lovik (Nathan officially but don't expect me to respond to it in public)  and here's a photo of me in a suit....this isn't typical. Originally from the Fertile area my family and I now live in Mason City.  I've spent well over a decade as an investment advisor and financial planner and love to educate people on how their money can work for them. 

I cut my teeth in the financial business in the fall of 2008 working for an annuity & mutual fund call center answering questions for clients and advisors. I learned quickly a vast majority of people had no goals or purposeful retirement planning. This was the catalyst for me to gain further education and start working with clients individually to offer purposeful plans. 

 CERTIFIED FINANCIAL PLANNER™

Chartered Special Needs Consultant™

The financial industry does a wonderful job using big words and obscure concepts.  By utilizing easy to understand planning software, we can display in simple terms what it would take to meet your goals, how to protect yourself along the way, and do our best to keep more of your assets working efficiently as possible. My goal as your financial planner strives to help you reach your specific goals.