We are financial advisors in Cedar Rapids, Iowa helping local individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas achieve their unique financial goals. We also work virtually with clients across the country, with clients in more than a dozen states. We provide holistic financial planning and 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.
We specialize in financial planning for Early Severance or Separation offers , Retirement, Roth conversions, College, and Health Insurance changes.
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!Get My Checklist
Financial Planning Tips
College Planning • Estate Planning • Insurance • Investment Management • Miscellaneous • Retirement Planning • Tax Planning • VideosExplore Our Blog
Let's Get Started
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.Ready to Get Started?