Retirement Investing
Whether you’re nearing retirement or proactively looking ahead, Bankers Trust has the professionals — and the expertise — to help you plan for a successful future.
You need a partner that you can trust. That’s why the BTC Financial Services team is relationship-focused, working hard to listen to your retirement goals and understand your investing risk tolerance and individual needs. We work with you to develop a long-term plan to grow your wealth and meet your goals. This is evidenced through our client longevity; we take pride that many of our clients have been with us for more than a decade, along with a number of second or even third generation customers.
Our Process
When it comes to investment and retirement planning, we understand that customers are coming to us with a lifetime of their hard work and savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter! That’s why we take all clients through a four-step process, which includes:
Discover
At BTC Financial Services, our team starts by working to create a financial profile for our clients, allowing us to see their entire financial picture and therefore discover what opportunities may be available.
Plan
Once we’ve created a financial profile, we work with our clients to determine their long and short-term goals and create a plan for how to get there.
Implement
Once we have a plan, we work to implement it, using a variety of investment solutions.
Review
Lastly, we take time to regularly review our clients’ portfolios, ensuring they are on the right track to meeting their goals, making tweaks and adjustments as necessary and adapting to changing market conditions.
Connect with a Retirement Investing Professional Today
Jason Egge
- VP, BTC Financial Services
- (515) 245-2892
- [email protected]
Jason is the leader of the BTC Financial Services team. He has more than 25 years of experience in the financial services industry. He maintains his FINRA Series 7, 24 and NASAA 63, 65, and Iowa Producer’s Life license. Jason was nominated by Securities America in 2016 and 2019 for the Bank Investment Consultant Top 100 Bank Advisors list. He qualified for the Securities America Leader’s Forum that recognizes the nation’s top producers from 2018-2024. Jason has degrees in economics and history from Coe College.
Tony Tursi
- AVP, Investment Officer
- (515) 271-1005
- [email protected]
Tony joined Bankers Trust in May 2022 and has more than 15 years of experience in the financial services industry. He is committed to serving as a trusted financial professional to his clients. Tony follows the BTC Financial Services process, which has resulted in customers investing assets through him, including stocks, preferred stocks, bonds, mutual funds, Exchange Traded Funds (ETFs) and annuities. He graduated from St. Ambrose University with a degree in general business. He maintains his FINRA Series 6, Series 7 and NASAA 63, 65 as well as his Life and Health Insurance licenses.
A Variety of Retirement Investing Solutions
Our team has helped customers invest more than $195 million using assets that include:
- Stocks
- Corporate bonds
- Municipal bonds
- Government bonds
- Mutual funds
- ETFs (Exchange Traded Funds)
- Annuities
We’ll work with you to determine the right portfolio for your retirement goals. Our track record of success is reinforced by the longevity of our client relationships, and we are honored to help many families plan for such a significant part of their lives.
Visit Us
The BTC Financial Services office is based out of the Bankers Trust Windsor Heights Branch located at:
7000 University Ave.
Windsor Heights, IA 50324
Additional Resources
Check the background of this firm on FINRA’s BrokerCheck.
Learn what to look for in an investment manager.
Discover when to work with a financial advisor.
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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Not FDIC Insured – No Bank Guarantees – May Lose Value
Not a Deposit and Not Insured by any Government Agency.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned in this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Bank Investment Consultant bases the Top 100 Bank Advisors ranking on six variables and combines them into a weighted average. They are: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Nominees are ranked according to those six variables; the individual rankings are then weighted and combined into one overall score. This methodology, according to Bank Investment Consultant, allows a well-rounded analysis. Nominees do not pay a fee to be included in the research or on the final list. The award is not indicative of the advisor’s future performance. The inclusion of an advisor on the Bank Investment Consultant Top 100 list should not be construed as an endorsement of the advisor by Bank Investment Consultant magazine.