Cedar Rapids Office

3500 F Avenue North West

Suite 3 Upper
Cedar Rapids, IA 52405

Products & Services

We provide assistance in the following areas: 

Investments

  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Medicare Supplemental Insurance