Strategic Financial Solutions | Comprehensive Financial Planning in Cedar Rapids, IA

From now on, approach money with clarity, security, and confidence.

We want to help you improve your financial literacy, long-term lifestyle, and resources going forward. Hire us to do the heavy lifting on:

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Financial planning

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Preparing for retirement

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Estate planning

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Fiduciary retirement plan consulting

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Executive compensation strategies

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Investment management

About Us​ 

Who We Help

We work with individuals, executives, and business owners who are ready to develop a collaborative plan.

"I’m hoping to retire soon—do I have enough?

Get strategic about your saving and investing, plus receive ongoing service and monitoring as you approach the finish line.

How am I doing on my investments?

We use qualitative and quantitative data to help individuals, endowments and trusts grow and manage their resources. You’ll also benefit from our proactive tax mitigation strategies.

How can I better manage my company’s retirement plan?

Make sure you’re checking all the boxes from a fiduciary perspective, being efficient about expenses, and helping your employees engage.

How do I attract, retain, or retire key executives for my company?

We’ll help coordinate your Non-Qualified executive benefits program, and even work to help your key executives build a more secure retirement for themselves.

Services for Individuals

Services for Corporations

The “Coolest Place to Work”

SFS was nominated as one of the Coolest Places to Work by the Corridor Business Journal in 2021, 2020, 2019, and 2017. We’re still investigating what went wrong in 2018. Head over to YouTube to see us in action.*

Meet our team.​ 

 

 

*This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. 

Resources

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Financial Articles

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Calculators

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