From the drop down, select the primary category for the product or service you are looking for. To further filter the results, select a sub-category that best fits the product or service you are looking for. Once you get the list you can select or deselect the companies you are interested in receiving quotes back from. Add the information the companies need to quote your project, hit send and the members will reach out to you shortly! We try to make it easy to shop local, shop Urbandale Chamber!
Simplified Planning & Investments
- Finance/Investments & Retirement Planning
- Finance/Brokerages
- Finance/Services
- Finance/Student Loans
- Finance/Tax Services
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About
At Simplified Planning and Investments everything begins with a passion for people. This firm was built on the belief that financial planning is not just about numbers - it’s about relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease.
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Media
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Whom to Contact
- Ben GeigerOwner/ CFPPhone: (515) 216-4442
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