711 2nd Ave SE Suite 200
Cedar Rapids, IA 52401
As a business owner, you face a number of personal and business financial considerations. Wether you're just starting out, anticipating retirement or preparing to pass on your business, you need a strategy that protects you, your family, your employees and the business you've worked so hard to build. Business plans should be specific to your unique financial goals and objectives. We provide creative and customized strategies for your Retirement Plan, Buy Sell, Key Person, Deferred Compensation, and Succession Plan.