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We've moved! The Staff Cedar Rapids, IA Team


"YOUR DECISIONS FROM TODAY FORWARD WILL AFFECT NOT ONLY YOUR LIFE, BUT YOUR ENTIRE LEGACY." -DAVE RAMSEY

We Don't Take Our Jobs Lightly

We Don't Take Our Jobs Lightly

We understand the emotions and considerations involved with trusting someone to guide your financial future, and it's a responsibility we don't take lightly. Although there are thousands of financial professionals, only CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. We understand all the complexities of the changing financial climate and will make recommendations in your best interest.  

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The Financial Planning Process

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 our foundation for success.

Our second priority is creating a plan based on your unique situation and risk tolerance. We'll take steps to put your plan in place, and will make any necessary adjustments along the way. You'll be kept advised throughout the entire process as we help you build wealth and pursue your investment goals.