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: 309-797-4026

By Request Only

Posts from Our Iowa City Team

Why Do I Need a Financial Life Planner?

Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a

Single-Stock ETFs: The Worst of Both Worlds?

Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to

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.