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: 3 Financial Planning Questions for Higher Gas Prices
This month, Trent Von Ahsen examines how a sharp rise in gas prices is quietly reshaping household budgets—and three financial planning questions that help you respond with intention rather than by default.
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Reducing Your Exposure to the Net Investment Income Tax
The Net Investment Income Tax is one of the few taxes where structure matters as much as strategy. Here's where thoughtful planning opportunities may reduce exposure.
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The Planning Corner: Do You Need Medicare at 65 if You’re Still Working?
David Ernst and Nick Timm discuss how Medicare enrollment works if you continue working past age 65. They highlight key timing considerations, common coverage pitfalls, and a few important factors to review before deciding whether to enroll in Medicare or stay on an employer plan.
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