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: What the Software Sell-Off Tells Us
This month, Trent Von Ahsen looks at the recent sell-off in software stocks and what it tells us about how quickly market narratives can shift.
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What to Do With Stock Options When You Leave a Company
Leaving a company can start the clock on important decisions about your equity compensation. From exercise deadlines to tax implications, understanding what happens next can help you protect the value you’ve earned.
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The Planning Corner: Investing and Saving for Minor Children
David Ernst and Nicholas Timm discuss common account types used to save and invest for minor children, including 529 Plans, custodial UTMA accounts, Trump Accounts, and custodial Roth IRAs.
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