FINANCIAL Life Planning
A trusted partner for your point in life.
Our Approach
The Cedar Point Difference
We're combining financial planning and wealth management with a partnership focus that puts you first. See how we're different:
Who We Are
Meet Our Team
Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.
Our Services
Our experience and technology mean we can handle just about any financial challenge you’re facing. Our client services include:
- Holistic Financial Planning
- Fiduciary Investment Management
- Retirement Planning
- Risk Management
- Tax & Charitable Strategies
- Private Wealth Management
- Estate Planning
- Portfolio Monitoring
Latest Insights
Capital Insights: Understanding March's Market Selloff
This month, Trent Von Ahsen takes a deep dive into the recent selloff in U.S. equities, from the factors behind it to whether it signals deeper economic concerns.
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Capital Insights: The Complex Picture Facing the Fed
This month, Trent Von Ahsen examines the Federal Reserve's recent decision to hold interest rates steady, and what may be influencing their outlook as we move further into 2025.
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Your Guide to Employee Stock Purchase Plans
Employee Stock Purchase Plans (ESPPs) offer a unique opportunity to purchase discounted stock—but understanding the details is key to maximizing your outcomes. Start your exploration here.
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