FINANCIAL Life Planning
A trusted partner for your point in life.
Our Approach
The Cedar Point Difference
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
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 expertise across investments, tax and estate planning mean we can create a financial life strategy that grows with you. Our individual client services include:
As a CEFEX-certified firm, we also offer a variety of fiduciary-grade consulting services for our business and institutional clients, including:
- Retirement Plan Management
- Foundation & Endowment Management
Latest Insights
Capital Insights: Making Your Retirement Savings Last
This month, Trent Von Ahsen breaks down how different withdrawal strategies can impact your retirement, and what it takes to make your savings last a lifetime.
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Capital Insights: Is History Repeating in Tech?
This month, Trent Von Ahsen explores the AI-driven surge in tech spending, and what investors can learn from past booms to stay positioned for long-term growth.
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How Backdoor Roth Strategies Can Help You Build Tax-Free Wealth
High earners often feel locked out of one of the most powerful retirement tools—the Roth IRA—because of income limits. But that doesn’t mean you can’t put these accounts to work for your future.
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