Financial Planning in Cedar Rapids, Iowa and Iowa City, Iowa

Specializing in Physicians, Business Owners, and other High-Net-Worth accredited investors.
Building a financial plan is like building a house – you start with the foundation, not the 2nd floor. These items aren’t exciting, but they need to be in place if you want to have a stable platform to build from.

Our comprehensive financial plans include insurance review and planning, debt management strategies, employee benefits planning and analysis, investment planning, proactive tax strategies, college, retirement and legacy planning, and estate and asset protection planning.

Wealth management for physicians is unlike financial planning for the general public. Physicians graduate with loads of student loan debt, begin retirement planning later in life, have shorter time horizons to reach their much larger-than-average retirement income goals and have a target on their back for lawsuits and taxes throughout their careers.

As a team, we will strive to provide relevant insight to assist you as you invest more and do more with your life. The world of wealth management and finance is constantly evolving, so we aim to make it easy for our clients to stay up-to-date on the latest changes. We are honored to offer our experience and knowledge of the wealth management field to better equip and inform your investment decisions.

We believe in the benefit of including alternative investment opportunities that can bring the kind of returns that drive out-performance.

To evaluate investment opportunities, we use an extensive due diligence model, adapted from some of the top private equity firms in the industry.

Our creative and carefully-vetted partnerships bring a range of opportunities to our clients.

Nathan Brooks

Partner, Financial Advisor

Coming from a family with a long legacy in medicine, Nathan understands the lifestyle and time constraints of physicians. As a financial planning advisor, he helps physicians accumulate and protect wealth so they are free to focus on family and medicine. He helps clients formulate goals and then execute a plan to reach them. Nathan holds several designations including his Series 7, Series 66, and Life and Health Insurance licenses. Nathan graduated from Biola University in La Mirada, CA. He enjoys traveling with his wife, live music, and being involved in his local church in Iowa City, Iowa.

Outrun Investors with Disciplined Investing

Similarly, our goal is not to avoid “bear” markets and risk altogether.  That is impossible (even holding cash carries inflation risk).  Instead, a free market economy is built on competition.  Companies compete to make products or services faster and cheaper and investors compete against each other for the most efficient financial participation in these companies (i.e. Shark Tank).  The goal for investors, therefore, is to get the most reward for the risk that they are taking with their investments.  And this often means “outrunning” the competition in bear (and bull) markets.

How?  Remain diversified through disciplined investing according to your pre-determined investment plan.  Do not chase or react to markets.  Unfortunately, emotions war against our ability to do this.  To begin, our brains are not wired for disciplined investing:

Comprehensive Wealth Management

Comprehensive Wealth Management

Wealth management and financial planning for physicians includes a number of components such as insurance, taxes, retirement planning, employer benefits, estate planning, employment contracts and mortgage planning to name a few.

We are a one-stop resource for our clients so they can rest assured nothing will be missed.

Alternative Investments

Alternative Investments

We believe in the benefit of including alternative investment opportunities that can bring the kind of returns that drive out-performance.
To evaluate investment opportunities, we use an extensive due diligence model, adapted from some of the top private equity firms in the industry.
Our creative and carefully-vetted partnerships bring a range of opportunities to our clients.

Financial Insights

Financial Insights

Have questions about financial planning for physicians, alternative investments, tax planning, and other investment strategies to grow wealth?
You’ll find financial planning answers here.nts.

Serving these Iowa neighborhoods and more:

Bondurant Financial Planning
Cedar Hills Financial Planning
Cedar Lake Financial Planning
Cedar Rapids Financial Planning
Cedar Valley Financial Planning
Cleveland Area Financial Planning
Clive Financial Planning
Coralville Financial Planning
Eastside Financial Planning
Goose Town Financial Planning
Hills Financial Planning
Huxley Financial Planning
Iowa City Financial Planning
Kenwood Park Financial Planning
Linn Junction Financial Planning
Longfellow Financial Planning
Lucas Farms Financial Planning
Manville Heights Financial Planning
Mormon Trek Village Financial Planning
Mound View Financial Planning
New Buffalo Financial Planning
NewBo Financial Planning
Noelridge Park Financial Planning
Northside Financial Planning
Northwest Area Financial Planning
Oak Grove Financial Planning
Peninsula Area Financial Planning
Shimek Financial Planning
University of Iowa Financial Planning
Upper Northwest Financial Planning
Urbandale Financial Planning
Walden Woods Financial Planning
Walnut Ridge Financial Planning
Washington Hills Financial Planning
Waukee Financial Planning
Wetherby Financial Planning
Bondurant Financial Advisor
Cedar Hills Financial Advisor
Cedar Lake Financial Advisor
Cedar Rapids Financial Advisor
Cedar Valley Financial Advisor
Cleveland Area Financial Advisor
Clive Financial Advisor
Coralville Financial Advisor
Eastside Financial Advisor
Goose Town Financial Advisor
Hills Financial Advisor
Huxley Financial Advisor
Iowa City Financial Advisor
Kenwood Park Financial Advisor
Linn Junction Financial Advisor
Longfellow Financial Advisor
Lucas Farms Financial Advisor
Manville Heights Financial Advisor
Mormon Trek Village Financial Advisor
Mound View Financial Advisor
New Buffalo Financial Advisor
NewBo Financial Advisor
Noelridge Park Financial Advisor
Northside Financial Advisor
Northwest Area Financial Advisor
Oak Grove Financial Advisor
Peninsula Area Financial Advisor
Shimek Financial Advisor
University of Iowa Financial Advisor
Upper Northwest Financial Advisor
Urbandale Financial Advisor
Walden Woods Financial Advisor
Walnut Ridge Financial Advisor
Washington Hills Financial Advisor
Waukee Financial Advisor
Wetherby Financial Advisor
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