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Financial Planning for Every Stage of Life

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We help individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas achieve their unique financial goals. Because your goals may change several times during your lifetime, we provide holistic wealth management services that cover much more than investments and retirement. From college funding and taxes, to insurance and employee benefits, we believe in comprehensive financial planning.

Comprehensive Financial Planning

We provide holistic fiduciary guidance on all areas of your financial life, including:

*Concierge services provided for other financial issues and events, such as buying or leasing an auto, paying off the mortgage, and optimizing employee benefits.

Fiduciary Duty to Our Clients

Meet founders Quinn, Jean and Eric, and learn more about what we do for clients and why we are passionate about the fiduciary fee-only standard.

Ready to Retire?

Make sure you have your bases covered with our free Retirement Checklist!

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Proud member of XY Planning Network

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You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.

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