We're more than financial advisors. We're advocates for you. We do Financial Planning, Wealth Management, Corporate Retirement Plans, Executive Compensation Strategies
Financial Planning, Investments, Retirement | Strategic Financial Solutions
200 2nd Avenue SE
Cedar Rapids,
IA
52401
Phone:
- (319) 363-2509 (800) 253-7991
Fax:
- (319) 362-2443
Newsletters
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,548.22 | -0.67% |
| Dow Jones Transportation | 10,109.91 | -0.86% |
| Dow Jones Utilities | 821.40 | -0.72% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.