About Us
temet nosce - know thyself
temet nosce - know thyself
temet nosce - know thyself
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.
How do you want your future to look?
What are your goals now?
Why does it matter to you?
Here's me
temet nosce - know thyself
temet nosce - know thyself
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 in financial services and love to educate people on how their money can work for them.
Eduaction - background
Eduaction - background
Eduaction - background
I cut my teeth in the financial biz 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 goal or actual plan for their investments and the impact the Great Recession would have on their futures.
CERTIFIED FINANCIAL PLANNER™
Chartered Special Needs Consultant™
Accredited Investment Fiduciary™
WHY PLAN WITH PURPOSE
Eduaction - background
Eduaction - background
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.
