Community Spotlight: Iowa Retirement Benefits & Solutions
July 29, 2026 | Business Support, Member Stories
Iowa Retirement Benefits & Solutions is a Cedar Rapids-based retirement planning and financial advisory firm helping clients move from their working years into retirement with clarity, confidence, and peace of mind. The locally owned firm focuses on helping clients understand their options, make informed decisions and create retirement plans designed around the lives they want to enjoy.
Founded in 2021, Iowa Retirement Benefits & Solutions was created to offer a more personal and comprehensive approach to financial planning. After years of experience in the financial industry, the team saw that many clients were receiving generic advice focused mainly on investments, without enough attention given to the full retirement picture. Therefore, they set out to build a firm that was more transparent, more hands-on and centered on each client’s individual goals.
This philosophy led to the firm’s six-pillar process, which looks beyond portfolio management to include investment management, cash flow, tax strategies, risk management, estate planning and legacy along with each client’s vision for retirement. Iowa Retirement Benefits & Solutions works to ensure every important area receives attention so clients feel prepared for the future and spend less time worrying about the “what ifs.”
As an independent, locally owned business, they are not affiliated with a franchise or national brand. The team takes pride in knowing their clients personally and being part of the Cedar Rapids community. This local connection is central to how they serve clients who have worked hard throughout their lives and are preparing for what comes next.
Relationship-building is also one of the reasons Iowa Retirement Benefits & Solutions values its membership in the Cedar Rapids Metro Economic Alliance. Being connected with other local businesses and community leaders, has helped the firm continue growing its network while investing in the community for the long term.
This year, Iowa Retirement Benefits & Solutions is celebrating its five-year anniversary. The milestone comes alongside another meaningful recognition when the firm was voted #1 Financial Advisor by Community Votes-Cedar Rapids in 2025 and 2026; an honor made especially significant because it came from the people they serve.