FINANCIAL Life Planning
A trusted partner for your point in life.
Our Approach
We're combining financial planning and wealth management with a partnership focus that puts you first. See how we're different:
Who We Are
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 experience and technology mean we can handle just about any financial challenge you’re facing. Our client services include:
Trent Von Ahsen kicks off 2025 with an in-depth analysis of current U.S. stock market valuations and the implications for long-term portfolio performance in this video.
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2025 ushered in some notable tax law changes, from enhanced savings opportunities for retirement to Iowa’s new flat tax rate. Our fiduciary experts break down what it means for you and your portfolio.
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Trent Von Ahsen closes out the year with a look at the record run of the S&P 500 index, and what that may mean as we flip the calendar ahead to 2025.
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