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
The Planning Corner: What a Financial Plan is Actually For
When markets move and headlines dominate the news, it's easy to feel like you should be doing something. In this month's Planning Corner, David and Nick discuss the role a financial plan really plays—not as a prediction of the future, but as a guide for knowing when action is truly needed.
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Capital Insights: What the Real-Time Data Says About the Economy
This month, Trent Von Ahsen examines what real-time economic data reveals about the economy right now — and why the headline noise may be telling a different story than the underlying numbers.
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When to Execute a Backdoor Roth IRA Contribution: A Timing Guide
The IRS gives you until the tax filing deadline to make a prior-year IRA contribution—but waiting can create tradeoffs. Here's how high earners may want to think about timing for a backdoor Roth IRA strategy.
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