Chicago, IL

Fresno, CA

New Orleans, LA

Quad Cities, IL/IA

Twin Cities, MN

Anchorage, AK

Iowa City, IA

Iowa City, IA

136 S Dubuque St,
Iowa City, IA 52240

Phone: 309-797-4030
Fax: 312-664-9709

Hours:
By Request Only

TPC Iowa City works with a range of successful individuals and families and specializes in helping University staff and professionals, retirees, medical and dental professionals, corporate employees.

We work with clients throughout the United States. Thanks to our office location in Iowa City, IA, we have local connections in Iowa City, Coralville and Cedar Rapids.

As fee only fiduciary financial planners, we offer wealth management, financial planning and investment management.  Many of our clients also enjoy tax preparation and life transition guidance.

Our Iowa City office considers the Iowa City and Cedar Rapids corridor a great place to raise a family providing low cost of living and lots of social and entertainment opportunities locally along with being only a day’s drive from bigger cities like Minneapolis, Chicago, and Des Moines.

Posts from Our Iowa City Team

A Simple Guide to Understanding TIAA’s Unique Structure

In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).

New Requirements for US Businesses: The Corporate Transparency Act

Are you an owner of a corporation, LLC, limited partnership, or any entity whose existence is created by a filing with a secretary of state in any state? If so, your business may be subject to new requirements under the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting.

Minneapolis: Nothing is Normal

by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together  I had already planned on taking last week off from work. I was hoping to find a

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.