Broker Check

Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411

Ideal Client Profile

Clients best suited for our services have the following qualities:

  • Are enjoyable and fun to work with
  • Are trustworthy and able to trust
  • Are serious about making smart decisions with their money
  • Want simplicity, clarity, and structure in their financial affairs
  • Understand the value of true professionals and are willing to compensate them for customized advice
  • Are financial delegators who appreciate and are willing to follow the advice of their trusted advisor

 *Our firm limits its client base to a small number of ideal clients in order to provide the highest level of service