True Financial Partners

True Financial Partners True Financial Partners, LLC is a Registered Investment Advisory Firm located in Bettendorf, Iowa. Our team will assist you in shaping your financial life.

TFP is one of the area’s leading financial planning and investment management firms specializing in retirement planning. We specialize in providing financial planning and investment advisory services designed to help you achieve your financial goals and objectives. We help you gain control of your financial affairs by helping marshal those resources so they may be in line with your financial goals

. Our goal is help you achieve financial clarity and provide you with world class money management services to execute a strategy toward a secure retirement. We have professionals with investment management experience to manage your money, along with a staff dedicated to provide world class service to you. In addition, we can help you coordinate your financial affairs with other professionals in the legal, accounting, insurance, and banking areas or we can help you access these professional resources through our network of professionals. When you work with True Financial Partners, we will help define what is important to you and help you articulate a sound financial plan. We will then work with you to track and adjust it over time to help you achieve your financial goals and objectives. Investment advisory and financial planning services offered through TFP Management, LLC; an SEC registered investment adviser.

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool a...
05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Dis...
05/21/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely...

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of th...
05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Cha...
05/08/2026

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by

𝐖𝐞 𝐡𝐚𝐯𝐞 𝐚𝐧 𝐞𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞!!⁣⁣⁣⁣Tom recently earned his CERTIFIED FINANCIAL PLANNER® designation. ⁣⁣📝⁣⁣It...
04/30/2026

𝐖𝐞 𝐡𝐚𝐯𝐞 𝐚𝐧 𝐞𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞!!⁣⁣
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Tom recently earned his CERTIFIED FINANCIAL PLANNER® designation. ⁣⁣📝
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It is one of the most respected in the industry and represents years of hard work, study, and hands-on experience.⁣⁣
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We couldn’t be happier for him and are proud to have him as part of our team. ⁣

Next time you see Tom in the office, be sure to give him a huge congrats! ⁣⁣🥳🤩

04/29/2026

If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before you and leave a legacy beyond finances for those coming after.

Check out our blog for some ideas on how to get started. https://truefinancialpartners.com/becoming-your-familys-historian/

💬 “My Social Security benefits won’t be taxed.”⁣💬 “If I keep working, I’ll lose my benefits.”⁣💬 “Once I start Social Sec...
04/29/2026

💬 “My Social Security benefits won’t be taxed.”⁣
💬 “If I keep working, I’ll lose my benefits.”⁣
💬 “Once I start Social Security, that decision is locked in forever.”⁣

Last week, Dave and Drue started breaking down some of the biggest Social Security myths people still believe. In this episode, they continue that conversation with Part 2.⁣

Because when it comes to claiming benefits, the details matter more than most people realize – and getting the details right can make a real difference in your retirement income for decades.⁣

In Part 2, they unpack questions like:⁣
• Whether working in retirement actually reduces your benefits⁣
• When Social Security benefits may be taxed⁣
• What flexibility you do (and don’t) have once you’ve started claiming⁣
• And why timing decisions deserve more thought than most people give them⁣

Social Security is one of the biggest income sources in retirement – and one of the most misunderstood.⁣

Take a listen so you can separate the myths from the facts.⁣ 🎧
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𝘛𝘩𝘦 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘪𝘰𝘯 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘝𝘪𝘦𝘸𝘴 𝘢𝘳𝘦 𝘵𝘩𝘰𝘴𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘴𝘱𝘦𝘢𝘬𝘦𝘳𝘴 𝘢𝘯𝘥 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵 𝘵𝘩𝘦 𝘷𝘪𝘦𝘸𝘴 𝘰𝘧 𝘛𝘍𝘗 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘓𝘓𝘊. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭. 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘛𝘍𝘗 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘓𝘓𝘊, 𝘢𝘯 𝘚𝘌𝘊-𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘪𝘮𝘱𝘭𝘺 𝘢 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘭𝘦𝘷𝘦𝘭 𝘰𝘧 𝘴𝘬𝘪𝘭𝘭 𝘰𝘳 𝘵𝘳𝘢𝘪𝘯𝘪𝘯𝘨.

Welcome to part two of our two-part series on Social Security myths. Last week, we debunked the first five common Social Security myths. For example, are stay-at-home moms eligible for Social Security? Tune into last week’s episode for that answer and more! This week, we’ll answer five additiona...

A small glimpse into the kinds of conversations that often happen during client visits.⁣⁣⁣𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭...
04/28/2026

A small glimpse into the kinds of conversations that often happen during client visits.
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𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus ...
04/27/2026

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

A Required Minimum Distribution, or RMD, is the amount the IRS requires you to withdraw each year from certain retiremen...
04/23/2026

A Required Minimum Distribution, or RMD, is the amount the IRS requires you to withdraw each year from certain retirement accounts once you reach a specific age.

These withdrawals are typically taxable, which makes planning around them an important part of retirement strategy.

Understanding how RMDs work ahead of time can help avoid surprises once withdrawals begin.
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𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.

Address

3475 Utica Ridge Road
Bettendorf, IA
52722

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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