Participant Services

Here at Strategic Financial Solutions, we remain committed to working with our plan participants to help them achieve their financial goals.  In good times and bad.  We’ve been helping people plan for their financial futures in all kinds of markets.  Through recession and recovery, challenge and opportunity, we’ve relied on a discipline, long-term investing approach to help keep things on track.

We help employees set, plan, and achieve personal goals – utilizing the following products and services:

  • Retirement Planning
  • Financial Planning
  • Disability Income Protection
  • Wealth Transfer
  • Investments

If you have any questions regarding your 401(k) that Strategic Financial Solutions helps administrate; please contact our Retirement Plan Help Line at (319) 730-1070 or email us at