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: Earnings and Expectations in Q1 2025
This month, Trent Von Ahsen looks at Q1 corporate earnings results—and what their strong performance amid uncertainty could mean for the rest of 2025.
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Financial Freedom Isn’t the Destination. It’s the Starting Point.
True financial freedom isn't about hitting a magic number—it's about aligning your money with what matters most. Here’s how to reframe your thinking.
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Capital Insights: Feelings vs. Facts in Economic Data
This month, Trent Von Ahsen unpacks the growing gap between soft and hard economic data—and what this disconnect could signal for the financial road ahead.
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