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Clients: Please see use a scheduling link provided by the team, or call the office at (319) 393-4020 or email, or any advisor. 

You will receive a confirmation email after booking your meeting. If you do not receive the email, please contact us to verify your meeting is booked.

If you do not see a calendar below, please click here to view our calendar:  Schedule an appointment

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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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