Cedar Rapids Office
4840 North River Boulevard NE,
We create financial strategies tailored to your goals.
In today’s 24-hour news cycle, there is a lot of "noise" in the media about investments, financial markets and planning for retirement. There is good, quality information out there, but also a great deal of inaccurate and biased information.
Jumping from one investment theme to another can cause investors to make "knee-jerk" reactions while managing their investments. Those quick decisions may make sense or feel good at the time. Over time, however, those decisions hurt investors by distracting them from their long-term investment goals. They have a false sense of having control for a short period of time, then lose out on potential opportunities.
Whether you are considering retirement—or looking to better understand certain investment ideas—I can help you address your pressing money questions with clarity that can build toward a more financially independent future.
To ensure the best possible service to everyone, every potential client undergoes an interview process and detailed fact-finding session to make sure that working together is a good fit for both the client and my practice.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I’m happy to help and discuss. Reach out today to start planning for tomorrow!
CLU®, CFP®, Financial Advisor
Non-Registered Assistant for Tom Fox
Investment Advisor Representative
We’d love to hear from you!