Joel Magruder

name Joel Magruder founded Financial Partners Group as a “team based” financial firm. Its mission is to bring the highest level of advice to clients in all areas of their financial lives.

Joel earned a Bachelor of Science from Iowa State University in 1988. He started in the financial services industry in 1989. Joel holds Series 7, 65, 63, and 24 securities registrations and is licensed for life, accident, health, property and casualty, and variable contracts. He has completed certification and earned the following designations: CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor of Senior Living (CASL), Chartered Leadership Fellow (CLF), Life Underwriter Training Council Fellow (LUTCF), and Certification in Long Term Care (CLTC).
Joel is active in the financial services industry and is a member of the Court of the Table with the prestigious Million Dollar Round Table and has earned numerous industry and professional awards, acknowledgements and recognition. He is a member of the Financial Planners Association and the National Association of Insurance and Financial Advisors.

Mr. Magruder has been a frequent speaker and writer on financial planning, motivation, and culture. His speaking engagements engage the audiences of corporations, associations, industry professionals and community interests. He has authored articles for pre-retirees, executives, newspapers, money oriented magazines, business and individual newsletters on finance, and industry professionals. Joel has been active and has led numerous local, state and national boards and enjoys the relationships that have grown out of service. He is a graduate of Leadership Iowa, the Greater Des Moines Leadership Institute, and was selected to Central Iowa Business Record’s Forty Under Forty (2004). In 2005, he was selected by Webster County as a “Special Achiever” as an alumnus of the county for professional and personal success.

Joel was born, raised and currently resides in Iowa. He and his wife have been blessed with three children who are active in numerous educational, athletic and musical activities. He remains active with his church, schools, youth coaching, alumni activities, sports, and family.

Improving Your Investment Portfolio

19th January 2011
There are many ways to improve investment portfolios for higher potential returns. Most important is to identify the goal of each investment. By clearly identifying the goal, the timeline and the amount of volatility or risk that is acceptable and viable,... Read >

Estate Planning Considerations

13th January 2011
I know you’re excited about the prospect of retirement, perhaps even thinking you’ll soon be able to afford to retire. Seems like an awkward time to bring up your death, but, hey! It’s going to happen, and it should be a part of your retirement planning. ... Read >

Tax Smart Diversification

13th January 2011
How do you win the “Tax Game"? Consider utilizing a “Tax Diversified Approach" to address your total investment strategy. In general, there are four types of tax investment holdings. Investments that are funded with after tax income and are taxed each ye... Read >

What do Financial Professional Designations Mean?

13th January 2011
Financial Professional designations many times demonstrate a commitment to study, education and ongoing continuing education. However, it becomes confusing to understand the lexicon of the financial industry. This tip sheet is meant to provide a very brie... Read >

Having Enough Retirement Income

12th January 2011
A quintessential question for preparing for retirement is how much income is enough to live our dreams and aspirations. The answer lies in consideration of many factors. These will ultimately be very personal to you. The biggest determinant is “What does... Read >

Exploring a Complete Financial Plan

12th January 2011
Financial planning is a process to better enable individuals and businesses to better utilize existing resources to accomplish their goals while reducing risk and uncertainty. Many Americans have had 6-10 financial professionals providing advice prior ... Read >