Fee-only financial advisor serving Cedar Falls, IA and beyond | Call Today at 563-845-3139
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WHY WE’RE DIFFERENT

We help you discover the hidden fees in your investments which will save you thousands of dollars! Our belief is that you should keep more of your money because you earned it.  We can break down this complex financial world into simple easy to understand terms.  We believe you can do this yourself with a little help from us along the way.  We focus soley on what is best for clients and are free of any conflicts of interests.  We don’t sell anything.  We don’t have a vested interests in managing your assets. Our focus is on educating our clients. By listening to your goals and focusing on getting your money working for you; which will give you the freedom to follow your passions!  By going through this process we want our clients to feel empowered to manage their own personal finances, and we are here to help along the way.

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WHO WE ARE

We are a fee-only financial planning firm who provides transparent and objective advice. We are passionate about helping people with their personal finances no matter their needs.

ABOUT US

WHAT WE DO

We provide personalized financial plans while we EDUCATE you along the way so you can do-it-yourself or help from us as needed; thus saving you money!

SERVICES

WHAT WE BELIEVE

The power of a low-cost passive investment strategy that focuses on index mutual funds that diversify all over the world. This gets your money working better for you.

INVESTING

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

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THE POWER OF COMPOUNDING INTEREST & LOW COST

This table is based on an initial investment of $10,000, over a 50 year time period, with a 10% return.

Expense (Fee)

Your expense is the fee that your investments cost you to own. These fees are typically represented as a percentage.

Opportunity Cost

Opportunity cost is the total earnings that you would have made if all the money that you paid in fees, had been invested.

Final Balance

Your final balance is the amount of money that you keep. Your net return, after all fees have been subtracted.

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OUR LOW COST PRICING

FEELING EMPOWERED? LET’S GET STARTED.

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