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Iowa City, IA
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
Mixed Emotions – Managing a Recent Inheritance and Grief
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a loved one. When that loss is accompanied by a large
Secure Act 2.0 – What’s Changed about RMDs
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of
This Has Been a Test: Developing a Financial Plan You Can Stick With
Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global
People Have Memories. Markets Don’t.
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t
The Financial Planning A-Team Includes Your Tax Advisor
By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than
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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.
