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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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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.