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: The Hidden Power of a Raise
This month, Trent Von Ahsen explores why two individuals with identical salaries can experience dramatically different retirement outcomes, and how small decisions made after each raise can compound into meaningful long-term results.
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Strategic Withdrawal Planning for a More Intentional Retirement
Retirement income isn’t just about how much you withdraw. It’s about when, from where, and how those decisions may shape your long-term tax picture and financial flexibility.
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The Planning Corner: Inherited IRAs for Adult Beneficiaries
David and Nick discuss Inherited IRA rules for many adult beneficiaries, including how the 10-year rule works, when annual Required Minimum Distributions (RMDs) may apply, and how income timing can impact tax planning.
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