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Our mission is to help our clients better their lives through unbiased, comprehensive financial planning that is driven by their unique goals and needs. As fee-only planners, we do not take commissions or referral fees. The only compensation we receive for the advice that we give comes directly from our clients. The result is a client-centered relationship - free from conflicts of interest. Sally Kennedy, EA, CFP.

Real People, Real Financial Strategies, Real Results. Our History, Our Vision. Personal Tax and Planning Needs. Business Consulting and Tax Services. Expert Payroll Services and Support. Personal Service Makes the Difference. Building a Successful Retirement Plan. Cedar Rapids, Iowa 52407. Iowa City, Iowa 52246.