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It’s Your Journey.
We Guide You Through.

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Upcoming Office Closures

Please note that our office will be closed on the following days in observance of holidays or office events

* January 19th- Martin Luther King Jr Day

* February 16th- Presidents' Day

Please visit "Customer Support" under the "Tools & Resources" tab for urgent matters

LPL Trade Desk: 866-487-7484 

Equitable Annuities: 800-789-7771 

Equitable Life: 800-777-6510 

EQUI-VEST (457 / 403b): 800-628-6673

Bosch Financial, Inc. Story

Bosch Financial Inc., team members have over 100+ years of combined experience in providing financial education to individuals, families, small businesses, medical professionals, and IPERS members. We use a holistic team planning method to create strategies for protection, accumulation, and distribution of wealth designed to achieve your life's greatest goals.  

Bosch Financial Inc. was founded by Gregg Bosch, a former teacher and coach in the Cedar Rapids area. Gregg left the world of education in 1989 to pursue a career that would allow him more time and freedom to watch his sons, Chad, and Ryan, participate in high school sports. As a former educator himself, Gregg dedicated his career to helping others in education with their IPERS pension and retirement. 

Gregg was joined at Bosch Financial, Inc. by sons Chad and Ryan in 2000 and 2001, respectively. While Gregg Bosch has officially retired, his legacy, values and customer service excellence live on through the entire Bosch team. 

Bosch Financial, Inc's. team travels across the state of Iowa working with our clients and prospective clients, and providing IPERS and financial education. 

Today Bosch Financial, Inc. includes advisors Chad Bosch, Ryan Bosch, Joby Frey, Spencer Reed, and Kyle Goerdt. Alongside them are the office staff, Janice Milligan, Erika Smalley, Lexi Edl, and Molly Kalb. 

Our Process

We create strategies that are tailored to your needs and goals.

What We Do

Our Team

Years of experience have prepared us to guide you through your life transitions.

Team Members

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

About Us

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Resource Center
Online Account Access

Online Account Access

View account information, make payments, transfer money, manage your account and more.

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eMoney Log In

eMoney Log In

Do you have an eMoney profile set up?  Click on the link below to sign into your personal online portal.

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Iowa Public Employee's Page

Iowa Public Employee's Page

Information and Resources for public sector employees

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Start your Equitable 403b

Start your Equitable 403b

Follow the link below to start the process of signing up for Equitable 403b. The 403b is an excellent way for educators to save for retirement through payroll deduct contributions.

Enroll Now

                                                                      How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

Make an Appointment

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9 Facts About Retirement

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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.