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David L. Duggan

317 8th St SW
Altoona, IA 50009

Phone:

515-967-5995

E-mail:

Independence

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As fiduciaries, we are obligated to put your needs ahead of ours.

Services

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

Trust

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We enjoy building trusted relationships that span generations.

Welcome to ATS Financial Services

Today's investment climate offers unprecedented opportunities. At ATS Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

At ATS Financial Services, we value personal finance education, so we've created a website that's full of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. 

Visit often, as our content is constantly changing. For help with your financial management, or for more information on ATS Financial Services, please contact us today.

Contact Us

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Considering some important issues now could provide more options in the event of early retirement.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck